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.

Essential Tasks

• 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/calculate/cancel billing issues
• Communicate with staff and clients as needed to gather needed information for changes to policies
• 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
• Attention to Detail
• Communication Skills
• Timely Task Completion
• Team Collaboration
• Client Focus
• Dependability
• Creative Thinking
• Organizational Skills
• Adaptability

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

Benefits & Compensation

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing.
• Employee Wellness Program
• Company paid holidays, plus PTO

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.