Commercial Lines Client Service Manager

Higginbotham Group; Huntsville (AL); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading insurance firm is seeking a Commercial Lines Client Service Manager responsible for ensuring clients maintain their commercial insurance coverage. You will handle endorsements, audits, and client communication while also supporting Producers. This role demands organizational skills, problem-solving ability, and proactive client engagement.

Qualifications

• 2 years of experience preferred.
• Active Property and Casualty license required.
• Proficient with Microsoft Office Suite and AMS.

Responsibilities

• Assist producers and clients in maintaining insurance coverage.
• Prepare endorsement requests and process audits.
• Communicate with clients and staff for policy changes.

Skills

Problem Solving

Communication

Client Focus

Adaptability

Education

2 years of experience in property and casualty servicing or previous Personal Lines experience

Active Property and Casualty license

Tools

Microsoft Excel

Microsoft Word

PowerPoint

Outlook

Applied Epic

Job description

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

Essential Tasks:

• Prepare endorsement requests to send to insurance carriers
• Follow-up on receipt of endorsements to existing policies
• Processing endorsements, including invoicing and delivery to client
• Processing of audits, including verification of rates, exposures, and prior premiums
• Handling/processing of cancellations and billing issues
• Communication with staff and clients as needed to gather needed information for changes to policies
• Knowledge of and adherence to, agency procedures
• Provide technical support to Marketing Executives and Producers as needed
• Establish and maintain relationships with both internal and external clients

Core Competencies:

• Ability to Analyze and Solve Problems : Skill in recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to Detail : A strong focus on completing tasks and projects accurately and thoroughly
• Communication Skills : Capable of expressing ideas clearly in both verbal and written forms and engaging with various audiences
• Timely Task Completion : Ability to finish tasks and projects efficiently, managing resources and priorities effectively
• Team Collaboration : Willingness to work together with others, promoting teamwork and supporting shared goals
• Client Focus : Dedication to understanding and addressing the needs of clients and stakeholders to ensure their satisfaction
• Dependability : Acknowledgment of the importance of being present and punctual.
• Creative Thinking : Openness to suggesting new ideas and methods to improve processes and outcome
• Organizational Skills : Capability to prioritize tasks and manage multiple projects simultaneously
• Adaptability : Willingness to adjust to changing situations and priorities, showing resilience in a dynamic work environment

Experience and Education:

• 2 years of experience in property and casualty servicing or previous Personal Lines experience preferred

Licensing and Credentials:

• Active Property and Casualty license required (company will help candidate obtain licensure if needed)

Systems:

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Physical Requirements:

• Ability to lift 25 pounds
• Repeated use of sight to read documents and computer screens
• Repeated use of hearing and speech to communicate on telephone and in person
• Repetitive hand movements, such as keyboarding, writing, 10-key
• Walking, bending, sitting, reaching and stretching in all directions

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.