What are the responsibilities and job description for the Commercial Lines Client Service Manager position at Higginbotham?
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.
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
Specific Knowledge, Skills, and Abilities:
- Ability and desire to work with people
- Above average mathematical skills
- Strong organization and time management skills, with attention to detail
- Computer skills including agency management system and Windows Office products
- Team player with a collaborative attitude
- Respectful work style towards both internal and external stakeholders
- Highly motivated, self-starter who works independently to accomplish established agency goals
- Exceptional verbal and written communication skills
- Accountable for actions and delivers on commitments
- Commitment to continuous learning
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
