Commercial Lines Client Service Manager

HigginbothamOklahoma City, OK
6dHybrid

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. Supervisory Responsibilities: None Essential Tasks: 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

Requirements

  • 1-2+ years of experience in property and casualty servicing preferred
  • High School diploma is required
  • Active Property and Casualty license required (company will help candidate obtain licensure if needed)
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

  • Applied Epic experience preferred, but knowledge of similar Agency 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

  • Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
  • Employee Wellness Program
  • Company paid holidays, plus PTO
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