Commercial Lines Client Manager
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Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
Commercial Lines Client Manager
Job Summary
Seeking a dedicated and experienced Commercial Lines Client Manager to join a team. This role involves serving as the primary service contact for a portfolio of middle-market commercial clients ensuring client satisfaction and contributing to strategic planning. The ideal candidate will possess a strong understanding of property and casualty insurance excellent customer service skills and the ability to manage multiple tasks in a fast-paced environment.
Compensation Package
- Salary: $45000 - $50000 annually
- 401(k) Plan: Available
- Benefits: Comprehensive benefits package provided
Responsibilities
As a Commercial Lines Client Manager your primary responsibilities will include:
- Acting as the main point of contact for a designated book of commercial clients.
- Evaluating exposures obtaining quotes reviewing negotiating and finalizing quotes.
- Gathering client information analyzing risks and providing tailored recommendations.
- Creating and submitting complete carrier submissions.
- Managing policy renewals endorsements cancellations and proofs of insurance.
- Maintaining accurate account details contacts and policy information in the EPIC system.
- Reviewing binding documents for accuracy and ensuring timely notifications to carriers.
- Utilizing templates and system-generated letters for client and carrier communications.
- Ordering loss runs generating proofs and conducting endorsement and audit reviews.
Qualifications/Requirements
To be successful in this role candidates must meet the following qualifications:
- Experience: Minimum of 3 years of experience in Property and Casualty insurance with a comprehensive understanding of insurance coverages.
- Licenses/Certifications: Active state Property & Casualty insurance license is required.
- Education: High school diploma or equivalent.
- Technical Skills:
- Proficiency in Microsoft Office Suite particularly Excel.
- Familiarity with agency management systems (EPIC preferred but not mandatory).
- Ability to work with self-serve portals and provide client training.
- Soft Skills:
- Strong written oral and interpersonal communication skills.
- Ability to build and maintain effective relationships with clients and colleagues.
- High attention to detail and ability to meet deadlines in a fast-paced environment.
- Problem-solving skills for non-routine challenges.
- Team-oriented and collaborative mindset.
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Required Experience:
Manager
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
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