Insurance Client Success Manager

CIA - Commercial Insurance Associates; Nashville (TN); On-site; USD 70,000 - 100,000; Full time

Job summary

Ideal candidates will have strong time management and communication skills, deep knowledge of insurance products, and experience with Epic, CSR24, and Indio workflows. This role is on-site in Nashville, TN with a focus on commercial accounts.

Qualifications

• 4+ years of client management experience working on large commercial accounts.
• Excellent verbal and written communication skills with ability to de-escalate tense client interactions while providing timely solutions.
• Knowledge of insurance market trends, submission processes, and policy coverage levels.

Responsibilities

• Manage renewals and new business, including specialty applications, quoting, and gathering pertinent information from the client and/or carrier.
• Prepare proposals for renewal and new business presentations.
• Collaborate with the Producer to bind coverage with carriers, process billing, and address escalated client concerns.
• Verify endorsements and certificates of insurance using CSR24 software.
• Assist with training new Client Service staff.
• Abate claims by filing them with the carrier and update insureds on status and renewal impact.
• Review audit endorsements and worksheets for accuracy and file disputes when necessary.
• Analyze insured policies to identify coverage gaps and provide proactive resolutions.
• Secure existing business and drive sales of additional services and lines of coverage.
• Build relationships with underwriters and market new business.
• Maintain documentation in Epic following procedures and SOPs.
• Perform other duties as assigned by management.

Skills

Time management

Organizational skills

Problem-solving

Communication

De-escalation

Multitasking

Insurance market knowledge

Tools

Epic

CSR24

Indio

Job description

Ideal candidates will have strong time management and communication skills, deep knowledge of insurance products, and experience with Epic, CSR24, and Indio workflows. This role is on-site in Nashville, TN with a focus on commercial accounts.