Client Service Manager | Commercial Lines

Oakbridge Insurance Agency • Montezuma, GA

3d • Onsite

About The Position

The Commercial Lines Client Service Manager (CSM) is responsible for supporting all facets of client service, including account maintenance, servicing activities, and communication with carriers and clients. This role involves owning various administrative and technical responsibilities within the agency’s management system (Epic), ensuring a high level of accuracy, compliance, and client satisfaction throughout the policy lifecycle.

Requirements

• Excellent communication, customer service and relationship management skills
• Strong attention to detail with the ability to manage competing priorities
• Proactive problem-solving and analytical abilities
• Comfortable working independently and as part of a collaborative team
• Proficiency with Microsoft Office Suite (Word, Office, Outlook)
• Active Property & Casualty Insurance License (required, or must obtain within 30 days of employment)

Nice To Haves

• Experience with commercial lines insurance is preferred, but not required
• Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
• Understanding of agency workflows and procedures

Responsibilities

• Support the servicing of commercial lines business, including data management, documentation, policy changes, audits, premium comparisons, billing and day-to-day servicing
• Build and maintain strong, professional relationships with clients, carriers and internal team members
• Coordinate and process policy documents including binders, ID cards, insurance summaries, proposals and certificates
• Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments

Benefits

• 401k plan with immediate participation
• company match
• immediate 100% vesting
• Company-paid benefits include life insurance and short- and long-term disability
• strong health insurance plan
• many supplemental, voluntary offerings

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed