About The Position

The Commercial Lines Senior 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.

Requirements

  • 8 years of experience in property and casualty servicing preferred
  • Property and Casualty license required
  • Proficient with Microsoft Excel, Word, PowerPoint, and Outlook

Nice To Haves

  • Certified Insurance Service Representative (CISR) designation or equivalent strongly preferred
  • Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Responsibilities

  • Prepare endorsement requests to send to insurance carriers
  • Follow-up for 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
  • dental
  • vision
  • prescription drug coverage
  • 401K
  • equity incentive plan
  • multiple supplemental benefits for physical, emotional, and financial wellbeing
  • Employee Wellness Program
  • Company paid holidays, plus PTO
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