Commercial Lines Client Manager

Overview

Job Summary
Seeking a dedicated and experienced Commercial Lines Client Manager to join a team. This role involves serving as the primary service contact for a portfolio of middle-market commercial clients, ensuring client satisfaction, and contributing to strategic planning. The ideal candidate will possess a strong understanding of property and casualty insurance, excellent customer service skills, and the ability to manage multiple tasks in a fast-paced environment.

• Salary: $45,000 - $50,000 annually
• 401(k) Plan:
  Available
• Benefits:
  Comprehensive benefits package provided

As a Commercial Lines Client Manager, your primary responsibilities will include:

• Acting as the main point of contact for a designated book of commercial clients.
• Evaluating exposures, obtaining quotes, reviewing, negotiating, and finalizing quotes.
• Gathering client information, analyzing risks, and providing tailored recommendations.
• Creating and submitting complete carrier submissions.
• Managing policy renewals, endorsements, cancellations, and proofs of insurance.
• Maintaining accurate account details, contacts, and policy information in the EPIC system.
• Reviewing binding documents for accuracy and ensuring timely notifications to carriers.
• Utilizing templates and system-generated letters for client and carrier communications.
• Ordering loss runs, generating proofs, and conducting endorsement and audit reviews.

To be successful in this role, candidates must meet the following qualifications:

• Experience:
  
  Minimum of 3 years of experience in Property and Casualty insurance with a comprehensive understanding of insurance coverages.
• Licenses/Certifications:
  
  Active state Property & Casualty insurance license is required.
• Education:
  
  High school diploma or equivalent.
• Technical
  
  Skills:
  • Proficiency in Microsoft Office Suite, particularly Excel.
  • Familiarity with agency management systems (EPIC preferred but not mandatory).
  • Ability to work with self-serve portals and provide client training.
• Soft Skills:
  • Strong written, oral, and interpersonal communication skills.
  • Ability to build and maintain effective relationships with clients and colleagues.
  • High attention to detail and ability to meet deadlines in a fast-paced environment.
  • Problem-solving skills for non-routine challenges.
  • Team-oriented and collaborative mindset.