Commercial Insurance Client Service Manager

Higginbotham; Oklahoma City (OK); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading insurance firm in Oklahoma City is seeking a Commercial Insurance Client Service Manager. This entry-level position involves assisting clients with commercial insurance policies, processing endorsements, and managing billing issues. Ideal candidates will have strong problem-solving skills, attention to detail, and effective communication abilities. Join a dynamic team focused on client relationships and service excellence.

Qualifications

• 2 years of property and casualty servicing preferred.
• Active Property and Casualty license required.

Responsibilities

• Assist producers and clients in maintaining insurance coverage.
• Process endorsements, audits, and cancellations.
• Communicate with staff and clients for policy changes.

Skills

Problem-solving

Attention to detail

Effective communication

Team collaboration

Client focus

Dependability

Creative thinking

Organizational skills

Adaptability

Education

2 years of property and casualty servicing

Tools

Microsoft Office Suite

Applied Epic

Job description

Commercial Insurance Client Service Manager

Join to apply for the Commercial Insurance Client Service Manager role at Higginbotham.

Higginbotham, a privately held, independent insurance and financial services firm that ranks within the top 20 nationwide, has an immediate opening for a Commercial Insurance Client Service Manager in our Oklahoma City, OK office.

Position Summary: The Commercial Lines Client Service Manager is responsible for assisting producers and clients in maintaining insurance coverage for commercial lines of insurance, including processing and invoicing policies, endorsements, audits, and cancellations.

Supervisory Responsibilities: None.

Essential Tasks:

• Prepare endorsement requests to send to insurance carriers.
• Follow-up on receipt of endorsements to existing policies.
• Process endorsements, including invoicing and delivery to clients.
• Handle audits, verifying rates, exposures, and prior premiums.
• Manage cancellations and billing issues.
• Communicate with staff and clients to gather information for policy changes.
• Adhere to agency procedures.
• Provide technical support to Marketing Executives and Producers.
• Maintain relationships with internal and external clients.

Core Competencies:

• Problem-solving skills.
• Attention to detail.
• Effective communication.
• Timely task completion.
• Team collaboration.
• Client focus.
• Dependability.
• Creative thinking.
• Organizational skills.
• Adaptability.

Experience and Education:

• 2 years of property and casualty servicing preferred.

Licensing and Credentials:

• Active Property and Casualty license required (company will assist with licensure).

Systems:

• Proficient with Microsoft Office Suite.
• Applied Epic experience preferred; knowledge of similar AMS acceptable.

Physical Requirements:

• Lift 25 pounds.
• Read documents and screens repeatedly.
• Communicate via telephone and in person.
• Repetitive hand movements.
• Walking, bending, sitting, reaching, stretching.

Additional Details:

• Seniority level: Entry level.
• Employment type: Full-time.
• Job function: Business Development and Sales.
• Industry: Insurance.