Commercial Lines Client Service Manager

This is a fully remote position, open to applicants in Texas.

📋 Description

• Prepare endorsement requests to submit to insurance carriers

• Follow up to confirm receipt of endorsements for existing policies

• Process endorsements, including invoicing and delivery to clients

• Conduct audits, verifying rates, exposures, and previous premiums

• Manage and process cancellations and address billing issues

• Communicate with staff and clients to collect information for policy modifications

• Adhere to agency procedures

• Provide technical assistance to Marketing Executives and Producers

• Build and maintain relationships with both internal and external clients

• Support producers and clients in sustaining commercial lines insurance coverage

⛳️ Requirements

• Over 3 years of experience in property and casualty servicing is preferred

• Active Property and Casualty license is required (the company will assist the candidate in obtaining licensure if necessary)

• Proficient in Microsoft Excel, Word, PowerPoint, and Outlook

• Experience with Applied Epic is preferred, or knowledge of a similar Account Management System (AMS) is acceptable

• Capability to lift 25 pounds

• Frequent use of vision to read documents and computer screens

• Frequent use of hearing and speech to communicate via telephone and in person

• Repetitive hand movements, including keyboarding, writing, and using a 10-key

• Ability to walk, bend, sit, reach, and stretch in all directions

🏝️ Benefits

• Medical coverage

• Dental coverage

• Vision coverage

• Prescription drug coverage

• 401(k)

• Equity incentive plan

• Supplemental benefits for physical, emotional, and financial wellbeing

• Employee Wellness Program

• Company-paid holidays

• Paid Time Off (PTO)