Commercial Insurance Client Service Manager

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The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines, 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, verifying rates, exposures, and prior premiums.
• Handle cancellations and billing issues.
• Communicate with staff and clients to gather information for policy changes.
• Adhere to agency procedures.
• Provide technical support to Marketing Executives and Producers as needed.
• Establish and maintain relationships with internal and external clients.

• Ability to analyze and solve problems efficiently.
• Attention to detail.
• Strong communication skills.
• Timely task completion.
• Team collaboration.
• Client focus.
• Dependability.
• Creative thinking.
• Organizational skills.
• Adaptability.

• Minimum 2 years of experience in property and casualty servicing preferred.

• Active Property and Casualty license required; assistance with licensure provided if needed.

• Proficient with Microsoft Office Suite.
• Applied Epic experience preferred; knowledge of similar AMS acceptable.

• Ability to lift 25 pounds.
• Visual and auditory acuity for reading documents and communication.
• Repetitive hand movements.
• Mobility for walking, bending, sitting, reaching, and stretching.

• Seniority level:
  Entry level.
• Employment type:
  
  Part-time.
• Job function:
  Business Development and Sales.
• Industry: Insurance.