What are the responsibilities and job description for the Commercial Insurance Client Service Manager position at Higginbotham Insurance Agency?
Position Summary : The Commercial Lines Client Service Manageris 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 :
1-2 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
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