Commercial Client Manager

Snellings Walters Insurance Agency; Atlanta (GA); On-site; USD 65,000 - 90,000; Full time

Job summary

Snellings Walters Insurance Agency is seeking an experienced client services professional to manage a high-volume commercial insurance book. You will service, retain, and grow accounts, coordinating with carriers and clients to ensure smooth operations.

Responsibilities include marketing new/renewal business in EPIC, preparing proposals, binding coverages, processing endorsements, audits, claims coordination, invoicing, and certificate issuance.

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 as needed, completing applications in the Management System Applied (EPIC).
• Quotes/Proposals: Reviewing quotes for accuracy and preparing the proposal for the meeting with the insured.
• Binding: Ensure coverages are bound as requested and issue binders, ID cards, and Certificates.
• Service Book of Business: Respond to emails, mail and phone requests for a book of business.
• Endorsements: Process Change Requests and Endorsements.
• Audit: Processing and Disputes.
• Claims: Take calls for new claims and submit to carriers, confirm receipt/adjuster assigned, follow up as needed.
• Invoicing: Invoicing agency billed items and manage aged receivable.
• Processing Policies: Policy checking and delivery.
• Corresponding with Clients and Carriers.
• Maintaining client files per agency procedures and standards.
• Certificates of Insurance

Skills

QBQ Attitude

Teamwork

Adaptability

Lifelong learner

Organizational skills

Excel Level 2

Client support/management experience

Complex problem solving

Tools

Excel

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