Personal Lines Client Service Manager

Higginbotham•Sherman Oaks, CA

About The Position

The Personal Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations.

Requirements

Active Property and Casualty license required (company will help candidate obtain licensure if needed)
Working knowledge of Microsoft Excel, Word, and Outlook
Knowledge of similar Account Management System (AMS) is acceptable

Nice To Haves

2 years of experience in property and casualty servicing preferred
Applied Epic experience preferred

Responsibilities

Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt.
Verification of rates, exposures, and prior premiums to ensure accurate policy records.
Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency.
Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals.
Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving.
Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed.
Maintain accurate and organized agency files, and process incoming mail and service requests promptly.
Adhere to established agency procedures and best practices.
Foster strong working relationships with both clients and internal stakeholders to support overall service excellence.
Ability to perform other duties as assigned.