Commercial Lines Client Service Manager

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.

This position will be working with small to mid-sized accounts for large franchise groups.

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:

• 2 years of experience in property and casualty servicing required

Licensing and Credentials:

• Active General Lines or Property & Casualty License required


• CISR and/or CIC preferred

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

Benefits & Compensation: 

• Higginbotham offers medical, dental, vision, prescription drug coverage, 401K, equity incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. 


• Employee Wellness Program 


• Company paid holidays, plus PTO 

Notice to Recruiters and Staffing Agencies: To protect the interests of all parties, Higginbotham Insurance Agency, Inc., and our partners, will not accept unsolicited potential placements from any source other than directly from the candidate or a vendor partner under MSA with Higginbotham.  Please do not contact or send unsolicited potential placements to our team members.

*Applications will be accepted until the position is filled