Commercial Lines Client Service Manager
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.
Supervisory Responsibilities : None
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 ProblemsAttention to DetailCommunication SkillsTimely Task CompletionTeam CollaborationClient FocusDependabilityCreative ThinkingOrganizational SkillsAdaptabilityExperience and Education :
2 years of experience in property and casualty servicing preferredLicensing and Credentials :
Active Property and Casualty license required (company will help candidate obtain licensure if needed)Systems :
Proficient with Microsoft Excel, Word, PowerPoint, and OutlookApplied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptablePhysical Requirements :
Ability to lift 25 poundsRepeated use of sight to read documents and computer screensRepeated use of hearing and speech to communicate on telephone and in personRepetitive hand movements, such as keyboarding, writing, 10-keyWalking, bending, sitting, reaching and stretching in all directionsPerks & Benefits :
Generous employee benefits package which includes a robust wellness programEmployee Ownership OpportunitiesCareer progression opportunity the potential for growth within the companyNotice to Recruiters and Staffing Agencies : To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham. Please do not contact or send unsolicited potential placements to our team members.
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.