Commercial Lines Client Service Manager

Higginbotham•Dallas, TX

8h•Remote

About The Position

The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance. This includes processing and invoicing policies, endorsements, audits, and cancellations. The role requires strong analytical, communication, and organizational skills, with a focus on client satisfaction and timely task completion. The position also involves providing technical support to marketing executives and producers, and establishing and maintaining relationships with internal and external clients. Adherence to agency procedures and knowledge of relevant systems are essential.

Requirements

Active Property and Casualty license required (company will help candidate obtain licensure if needed)
Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
Knowledge of similar Account Management System (AMS) is acceptable

Nice To Haves

3+ years of experience in property and casualty servicing preferred
Applied Epic experience preferred

Responsibilities

Prepare endorsement requests to send to insurance carriers
Follow-up on receipt of endorsements to existing policies
Processing endorsements, including invoicing and delivery to client
Processing of audits, including verification of rates, exposures, and prior premiums
Handling/processing of cancellations and billing issues
Communication with staff and clients as needed to gather needed information for changes to policies
Knowledge of and adherence to, agency procedures
Provide technical support to Marketing Executives and Producers as needed
Establish and maintain relationships with both internal and external clients