Commercial Lines Client Service Manager

Higginbotham • Mishawaka, IN

3h • Onsite

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 communication with staff and clients to gather necessary information for policy changes, adherence to agency procedures, and providing technical support to Marketing Executives and Producers. Establishing and maintaining relationships with both internal and external clients is also a key aspect of this position.

Requirements

• Active Property and Casualty license required (company will help candidate obtain licensure if needed)
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Ability to Analyze and Solve Problems: Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail: A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills: Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion: Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration: Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus: Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability: Acknowledgment of the importance of being present and punctual.
• Creative Thinking: Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills: Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability: Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Nice To Haves

• 1 year of experience in property and casualty servicing preferred
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

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

Benefits

• Medical, dental, vision, prescription drug coverage
• 401K
• Equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays, plus PTO

What This Job Offers

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