Commercial Lines Client Service Manager

Position Summary

The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance, including processing and invoicing policies, endorsements, audits and cancellations.

None

• Prepare endorsement requests to send to insurance carriers
• Follow-up on receipt of endorsements to existing policies
• Process endorsements, including invoicing and delivery to clients
• Process audits, including verification of rates, exposures and prior premiums
• Handle cancellations and billing issues
• Communicate with staff and clients as needed to gather information for changes to policies
• Maintain knowledge of and adherence to agency procedures
• Provide technical support to Marketing Executives and Producers as needed
• Establish and maintain relationships with both internal and external clients

• Ability to Analyze and Solve Problems:
  Skill in recognizing challenges, exploring options and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication
  
  Skills:
  
  Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion:
  Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team
  
  Collaboration:
  
  Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus:
  Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability:
  Acknowledgment of the importance of being present and punctual
• Creative Thinking:
  Openness to suggesting new ideas and methods to improve processes and outcomes
• Organizational
  
  Skills:
  
  Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability:
  Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

• 2 years of experience in property and casualty servicing preferred
• Experience with Oil & Gas and Construction clients preferred

• Active Property and Casualty license required (company will help candidate obtain licensure if needed)

• Proficient with Microsoft Excel, Word, PowerPoint and Outlook
• Applied Epic experience preferred, but knowledge of a similar Account Management System (AMS) is acceptable

• Candidate will be based out of the Atlanta, GA III office
• Hybrid or fully remote opportunities available for qualified candidates

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

• Generous employee benefits package which includes a robust wellness program
• Employee Ownership Opportunities
• Career progression opportunity – the potential for growth within the company