Commercial Lines Client Service Manager

Higginbotham•Lakeland, FL

12d•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 to include processing and invoicing policies, endorsements, audits, and cancellations. This role requires establishing and maintaining relationships with both internal and external clients, and providing technical support to Marketing Executives and Producers as needed. The position also involves communication with staff and clients to gather necessary information for policy changes and ensuring adherence to agency procedures.

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 similar Account Management System (AMS) is acceptable
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 preferred
Applied Epic experience preferred

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