Insurance Client Success Manager

Commercial Insurance Associates, LLC; Brentwood (TN); On-site; USD 65,000 - 90,000; Full time

Job summary

Commercial Insurance Associates, LLC is seeking a dedicated Client Manager to nurture client relationships and lead all client communications. You will handle renewals, new business, and coordinating with carriers to bind coverage, while mentoring junior staff in insurance fundamentals.

You will respond to inquiries, explain coverages and billing changes, and support the claims process between clients and adjusters.

Qualifications

• 4+ years of client management experience on large commercial accounts.
• Strong verbal and written communication skills.
• Understanding of insurance products, coverage levels, and billing processes.
• Ability to meet deadlines and manage multiple tasks with attention to detail.

Responsibilities

• Manage renewals and new business processes for commercial accounts.
• Prepare renewal and new business proposals.
• Collaborate with the Producer to bind coverage, process billing, and address client concerns.
• Verify endorsements and certificates of insurance using CSR24.
• Assist with training new client service staff.
• Support claims process with carriers and inform clients of status.
• Review endorsements and worksheets for accuracy and file disputes when needed.
• Analyze policies to identify coverage gaps and propose resolutions.
• Proactively secure existing business and cross-sell services.
• Develop relationships with underwriters and market new business.
• Maintain documentation in Epic per SOPs.

Skills

Time management

Client relationship management

Communication

Problem solving

De-escalation

Attention to detail

Organizational skills

Tools

EPIC

CSR24

Indio

Job description

Commercial Insurance Associates, LLC is seeking a dedicated Client Manager to nurture client relationships and lead all client communications. You will handle renewals, new business, and coordinating with carriers to bind coverage, while mentoring junior staff in insurance fundamentals.

You will respond to inquiries, explain coverages and billing changes, and support the claims process between clients and adjusters.