Client Manager

Snellings Walters Insurance Agency; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

Snellings Walters Insurance Agency is seeking an experienced professional to manage a book of commercial insurance. You will service, retain, and grow a high-volume portfolio for clients, coordinating marketing, quotes, bindings, endorsements, and claims support.

The role emphasizes strong organization, teamwork, and problem-solving skills, with extensive hands-on use of EPIC and Excel. A collaborative team environment in Atlanta awaits a proactive individual.

Qualifications

• Align with company values.
• Engaged with QBQ Attitude.
• Willingness to work effectively within a team.
• Demonstrates adaptability.
• Lifelong learner.
• Strong organization skills and computer skills; Level 2 Excel.
• Minimum 5 years CL client support/management.
• Complex client problem solving experience.

Responsibilities

• Marketing New/Renewal Business: Gathering information, completing applications in EPIC, creating a submission, sending to carriers and monitoring the renewal or new business process.
• Quotes/Proposals: Reviewing quotes for accuracy and preparing the proposal for the meeting with the insured.
• Binding: Ensure all coverages are bound as requested, sending out binders, ID cards and Certificates as needed.
• Service Book of Business: Responding to all email, mail and phone requests for a book of business.
• Endorsements: Process Change Requests and Endorsements.
• Audit: Processing and Disputes.
• Claims: Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, follow up as needed.
• Invoicing: Invoicing agency billed items and managing the Aged Receivable for book.
• Processing Policies: Policy Checking and Delivery.
• Corresponding with Clients and Carriers.
• Maintaining client files using the proper agency procedures and standards.
• Certificates of Insurance

Skills

Strong organization

Computer skills

Teamwork

Adaptability

Lifelong learner

Client management

Problem solving

Tools

EPIC

Job description

This role requires management of a book of commercial insurance business; responsible for servicing, managing, retaining, and growing a high volume of accounts.

Responsibilities include, but are not limited to:

• Marketing New/Renewal Business: Gathering information as needed, completing applications in the Management System Applied (EPIC), creating a submission, sending out to carriers and monitoring the renewal or new business process.
• Quotes/Proposals: Reviewing quotes for accuracy and preparing the proposal for the meeting with the insured.
• Binding: Responsible for making sure all coverages are bound as requested, sending out all binders, ID cards and Certificates as needed.
• Service Book of Business: Responding to all email, mail and phone requests for a book of business.
• Endorsements: Process Change Requests and Endorsements.
• Audit: Processing and Disputes.
• Claims: Take calls from clients for new claims and submit to carriers, confirm claim is received/adjuster assigned, handle any questions or follow up calls as needed from insured or adjuster.
• Invoicing: Invoicing agency billed items and managing the Aged Receivable for book.
• Processing Policies: Policy Checking and Delivery.
• Corresponding with Clients and Carriers.
• Maintaining client files using the proper agency procedures and standards.
• Certificates of Insurance

Qualifications:

• Align with company values
• Engaged with QBQ Attitude
• Willingness to work effectively within a team
• Demonstrates adaptability
• Lifelong learner
• Strong organization skills and computer skills; Level 2 Excel
• Minimum 5 years CL client support/management
• Complex client problem solving experience