Client Service Manager | Commercial Lines

Oakbridge Insurance Agency • Saint Petersburg, FL

11d

About The Position

The Commercial Lines Client Service Manager (CSM) supports all facets of commercial lines client service, including account maintenance, servicing activities, and communication with carriers and clients. The role includes administrative and technical responsibilities in the agency management system (Epic), with an emphasis on accuracy, compliance, and client satisfaction throughout the policy lifecycle.

Requirements

• Active Property & Casualty Insurance License, or ability to obtain it within 30 days of employment.
• Excellent communication, customer service, and relationship management skills.
• Strong attention to detail and ability to manage competing priorities.
• Proactive problem-solving and analytical abilities.
• Ability to work independently and collaboratively.
• Proficiency with Microsoft Office Suite (Word, Office, Outlook).
• Understanding of agency workflows and procedures.

Nice To Haves

• Commercial lines insurance experience is preferred but not required.
• Familiarity with agency workflows and management systems, such as Applied Epic.

Responsibilities

• Support commercial lines servicing, including data management, documentation, policy changes, audits, premium comparisons, billing, and day-to-day service.
• Build and maintain 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

• 401(k) plan with immediate participation, company match, and immediate 100% vesting.
• Company-paid life insurance.
• Company-paid short-term disability insurance.
• Company-paid long-term disability insurance.
• Health insurance plan.
• Supplemental, voluntary benefit offerings.
• Friendly and flexible work environment.

What This Job Offers

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