Client Manager - Denbo

CIA - Commercial Insurance Associates•Brentwood, TN

15d

About The Position

Client Managers focus on the customer service side of the insurance sales cycle by managing and nurturing customer relationships and leading client communications. They are responsible for all aspects of their accounts, including responding to inquiries, explaining coverage and premiums, informing clients about policy or billing changes, and facilitating claims between clients and adjusters. They also help train new service staff on insurance fundamentals and the accounts they service. The role handles renewals and new business, prepares proposals and presentations, works with Producers to bind coverage, processes billing, verifies endorsements and certificates, and maintains account documentation. Client Managers also address escalated concerns, review claims and audits, analyze policies for coverage gaps, retain existing business, and identify opportunities to sell additional services and coverage.

Requirements

At least 4 years of client management experience working on large commercial accounts.
Current Property and Casualty license.
Ability to manage time and meet deadlines.
Knowledge of EPIC, CSR24, and Indio workflow standards and documentation maintenance.
Strong organizational skills, multitasking ability, and attention to detail.
Problem-solving and decision-making skills.
Knowledge of insurance market trends, submission processes, and policy coverage levels.
Excellent verbal and written communication skills.
Ability to de-escalate tense client interactions and provide timely solutions.

Nice To Haves

CISR, CIC, CRM, ARM, AAI, or CPCU designation.

Responsibilities

Manage and nurture customer relationships and lead client communications.
Respond to customer inquiries and explain coverage, premiums, policy changes, and billing changes.
Facilitate the claims process between clients and adjusters.
Handle renewals and new business, including specialty applications, quoting, and gathering information from clients and carriers.
Prepare proposals for renewals and new business presentations.
Work with the Producer to bind coverage with carriers, process billing, and address escalated client concerns.
Verify that endorsements and certificates of insurance are properly issued using CSR24 software.
Assist with training new Client Service staff.
File claims with carriers, update insureds on claim status, review subsequent loss runs, and explain how claims affect renewals.
Review audit endorsements and worksheets for accuracy and file disputes when necessary.
Analyze insureds’ policies for coverage gaps and proactively provide a resolution.
Secure existing business and drive sales of additional services and lines of coverage.
Build relationships with underwriters and market new business.
Maintain documentation in Epic according to outlined procedures and standard operating procedures.
Perform other duties as assigned by management.