Commercial Lines Client Service Manager
Higginbotham•Franklin, TN
•Onsite
About The Position
The Commercial Lines Client Service Manager assists producers and clients in maintaining commercial lines insurance coverage. The role processes and invoices policies, endorsements, audits, and cancellations, and provides technical support to Marketing Executives and Producers. This is an in-office role at the Franklin, Tennessee office, with the opportunity to work in a hybrid arrangement for qualified candidates. The position has no supervisory responsibilities.
Requirements
- Active Property and Casualty license required; the company will help candidates obtain licensure if needed.
- Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
Nice To Haves
- Two years of experience in property and casualty servicing preferred.
- Applied Epic experience preferred; knowledge of a similar Account Management System (AMS) is acceptable.
Responsibilities
- Prepare endorsement requests for submission to insurance carriers.
- Follow up on receipt of endorsements to existing policies.
- Process endorsements, including invoicing and delivery to clients.
- Process audits, including verifying rates, exposures, and prior premiums.
- Handle and process cancellations and billing issues.
- Communicate with staff and clients to gather information needed for policy changes.
- Follow agency procedures.
- Provide technical support to Marketing Executives and Producers as needed.
- Establish and maintain relationships with internal and external clients.
Benefits
- Medical, dental, vision, and prescription drug coverage.
- 401(k).
- Equity incentive plan.
- Supplemental benefits for physical, emotional, and financial wellbeing.
- Employee Wellness Program.
- Company-paid holidays.
- Paid time off (PTO).
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
