Commercial Lines Client Service Manager

About the Role

This in-office position located in Tuscaloosa, AL offers a hybrid work schedule for qualified candidates who live a commutable distance from the office. 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.

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 to gather needed 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 both internal and external clients

Requirements

• 2 years of experience in property and casualty servicing preferred
• Active Property and Casualty license required (company will help candidate obtain licensure if needed)
• Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Skills

• Ability to analyze and solve problems
• Attention to detail
• Strong communication skills (verbal and written)
• Timely task completion and effective prioritization
• Team collaboration and client focus
• Dependability and adaptability
• Creative thinking and organizational skills

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, and 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