Commercial Lines Client Service Manager

About the role

The Commercial Lines Client Service Manager assists producers and clients in maintaining insurance coverage for commercial lines, including processing and invoicing policies, endorsements, audits, and cancellations. This position has no supervisory responsibilities.

Responsibilities

• Prepare endorsement requests to send to insurance carriers
• Follow up on receipt of endorsements to existing policies
• Process endorsements, including invoicing and delivery to client
• Process audits, including verification of rates, exposures, and prior premiums
• Handle and process cancellations and billing issues
• Communicate with staff and clients as needed to gather information for policy changes
• Maintain knowledge of and adherence to agency procedures
• Provide technical support to Marketing Executives and Producers as needed
• Establish and maintain relationships with internal and external clients

Requirements

Two years of experience in property and casualty servicing preferred.

Qualifications

Active Property and Casualty license required (company will help candidate obtain licensure if needed).

Skills

• Ability to analyze and solve problems: recognizing challenges, exploring options, and implementing effective solutions in a timely manner
• Attention to detail: 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 outcomes
• 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

Systems

• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred; knowledge of similar Account Management System (AMS) acceptable

Location

In-office role at the Columbia, SC office.

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

Benefits

• Medical, dental, vision, and prescription drug coverage
• 401K and equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company-paid holidays plus PTO