Commercial Lines Client Service Manager

Higginbotham • Port Arthur, TX

2d

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 to include processing and invoicing policies, endorsements, audits, and cancellations. This role involves preparing endorsement requests to send to insurance carriers, following up on the receipt of endorsements, and processing various insurance documents such as endorsements and audits. The manager will also handle cancellations and billing issues, communicate with staff and clients to gather necessary information for policy changes, and ensure adherence to agency procedures. Additionally, the position requires providing technical support to Marketing Executives and Producers and establishing and maintaining relationships with both internal and external clients.

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 Account Management System (AMS)
• Ability to Analyze and Solve Problems
• Attention to Detail
• Communication Skills
• Timely Task Completion
• Team Collaboration
• Client Focus
• Dependability
• Creative Thinking
• Organizational Skills
• Adaptability

Nice To Haves

• 2 years of experience in property and casualty servicing
• Applied Epic experience

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 coverage
• Dental coverage
• Vision coverage
• Prescription drug coverage
• 401K
• Equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays
• PTO

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees