Commercial Lines Client Manager

The Juris Agency; Hatfield Township (PA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Paid Time Off (PTO)

Flexible Schedule

Health Insurance

Dental Insurance

Vision Insurance

Mon-Fri Schedule

Evenings Off

Hands on Training

Retirement Plan

Job summary

Highstreet Insurance Services in Hatfield, PA is seeking a Commercial Lines Client Manager to serve a portfolio of local business clients. You will be the primary contact, handling inquiries, renewals, endorsements, certificates, and liaison with carriers.

The role emphasizes building lasting relationships, providing exceptional service, and collaborating with producers and teams to ensure client needs are met. Minimum 2 years in commercial insurance and AMS proficiency are required.

Qualifications

• 2+ years of experience in commercial insurance or handling client accounts.
• Strong written and verbal communication skills.
• Ability to multitask and prioritize in a busy office.

Responsibilities

• Serve as the primary point of contact for a portfolio of commercial insurance clients.
• Manage renewals, including remarketing and negotiating terms with carriers.
• Process endorsements, certificates of insurance, and other policy documents.

Skills

Interpersonal skills

Organizational skills

Communication

Tools

AMS (Agency Management System)

Job description

Job Description

At Highstreet Insurance Services, we're a dedicated team based right here in Hatfield, Pennsylvania, committed to serving our community with integrity and expertise.

We're looking for a warm and capable Commercial Lines Client Manager to join our close-knit team. In this role, you'll be the go-to person for our valued commercial clients, ensuring their insurance needs are not just met, but exceeded.

You'll build lasting relationships, handle important policy details with care, and play a key role in keeping our clients' businesses protected. If you thrive on helping others, have a knack for insurance details, and enjoy working in a supportive, local environment, we invite you to explore this opportunity and become a vital part of the Highstreet family.

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Mon-Fri Schedule
• Evenings Off
• Hands on Training
• Retirement Plan

Responsibilities

Serve as the primary point of contact for a portfolio of commercial insurance clients, addressing inquiries and concerns promptly and professionally.

Manage the renewal process for existing commercial accounts, including remarketing and negotiating terms with carriers.

Process endorsements, certificates of insurance, and other policy-related documents accurately and efficiently.

Assist with claims processing by liaising between clients and insurance carriers.

Build and maintain strong, positive relationships with clients by understanding their evolving business needs.

Collaborate effectively with producers and other internal teams to ensure seamless client service.

Requirements

Minimum of 2 years of experience in commercial insurance, specifically handling client accounts.

Proficiency with agency management systems (AMS) and standard office software.

Strong understanding of commercial insurance policies and terminology.

Excellent communication, interpersonal, and organizational skills.

Ability to manage multiple tasks and prioritize effectively in a busy office setting.

Commitment to providing exceptional customer service.