Strategic Commercial Lines Client Service Manager

Insurance Journal; McDonough (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Oakbridge Insurance Agency in McDonough, GA, is seeking a Commercial Lines Client Service Manager (CSM) to support client service, data management, and carrier communications throughout the policy lifecycle. This role drives accuracy in policy changes, billing, and documentation within Epic, while building strong relationships with clients and internal teams.

The ideal candidate holds an active Property & Casualty license or commits to obtain within 30 days, with solid MS Office skills and a

Qualifications

• Strong communication, customer service, and relationship skills.
• Detail-oriented with ability to manage priorities.
• Proactive problem solving and analytical abilities.
• Ability to work independently and in a team.
• Proficiency with Microsoft Office.

Responsibilities

• Support the servicing of commercial lines business, including data management, documentation, policy changes, audits, premium comparisons, billing and day-to-day servicing.
• Build and maintain strong, professional relationships with clients, carriers and internal team members.
• Coordinate and process policy documents including binders, ID cards, insurance summaries, proposals and certificates.
• Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments.

Skills

Communication skills

Customer service

Relationship management

Detail orientation

Teamwork

Education

Property & Casualty License

Tools

Applied Epic

Microsoft Office

Job description

Oakbridge Insurance Agency in McDonough, GA, is seeking a Commercial Lines Client Service Manager (CSM) to support client service, data management, and carrier communications throughout the policy lifecycle. This role drives accuracy in policy changes, billing, and documentation within Epic, while building strong relationships with clients and internal teams.

The ideal candidate holds an active Property & Casualty license or commits to obtain within 30 days, with solid MS Office skills and a