Commercial Insurance Client Service Manager

HigginbothamDonaldsonville, LA, US

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Commercial Insurance Client Service Manager

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 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 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

Perks & Benefits : Generous employee benefits package which includes a robust wellness program. Employee Ownership Opportunities. Career progression opportunity the potential for growth within the company

Notice 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.

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Client Manager Commercial Insurance • Donaldsonville, LA, US

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