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 processing of cancellations and 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
Location
An in-office position located in our Birmingham, Jasper or Cullman, AL office. Hybrid work schedule for qualified candidates (must live a commutable distance from the office).
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