Commercial Lines Client Service Manager

Summary

Higginbotham is a client-focused insurance agency, and they are seeking a Commercial Lines Client Service Manager to assist producers and clients in maintaining insurance coverage for commercial lines. This role involves processing policies, endorsements, audits, and cancellations while working with small to mid-sized accounts.

Responsibilities

• 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

Skills

• 2 years of experience in property and casualty servicing
• Active General Lines or Property & Casualty License
• CISR and/or CIC
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Qualifications

Must Haves

• 2 years of experience in property and casualty servicing
• Active General Lines or Property & Casualty License

Nice to Haves

• CISR and/or CIC
• Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable

Benefits

• Medical, dental, vision, prescription drug coverage
• 401K
• Equity incentive plan
• Multiple supplemental benefits for physical, emotional, and financial wellbeing
• Employee Wellness Program
• Company paid holidays, plus PTO