Commercial Lines Client Service Manager

Higginbotham•Houston, TX

3d•Hybrid

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 as needed. This position has no supervisory responsibilities. The role is based in the Houston, Texas office and follows a hybrid schedule: work from home on Mondays and Fridays and in the office on Tuesdays, Wednesdays, and Thursdays.

Requirements

Active Property and Casualty license required; the company will help the candidate obtain licensure if needed.
Proficiency with Microsoft Excel, Word, PowerPoint, and Outlook.
Ability to lift 25 pounds.
Repeated use of sight to read documents and computer screens.
Repeated use of hearing and speech to communicate by telephone and in person.
Repetitive hand movements, such as keyboarding, writing, and using a 10-key.
Ability to walk, bend, sit, reach, and stretch in all directions.

Nice To Haves

Two years of experience in property and casualty servicing.
Applied Epic experience; 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.