Commercial Lines Client Service Manager – Transportation Division

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

📋 Description

• Support producers and clients in managing commercial lines insurance coverage for the Transportation Division.

• Prepare requests for endorsements to insurance carriers.

• Follow up on the receipt of endorsements for existing policies.

• Process endorsements, including invoicing and delivery to clients.

• Manage audits, verifying rates, exposures, and previous premiums.

• Address and process cancellations and billing concerns.

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

• Adhere to agency protocols and procedures.

• Provide technical support to Marketing Executives and Producers as required.

• Build and maintain relationships with both internal and external clients.

⛳️ Requirements

• A minimum of 2 years' experience in property and casualty servicing is required.

• An active General Lines or Property & Casualty License is required.

• CISR and/or CIC designation is preferred.

• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is essential.

• Experience with Applied Epic is preferred, though familiarity with a similar Account Management System (AMS) is acceptable.

• Capability to lift 25 pounds.

• Frequent use of sight to read documents and computer displays.

• Regular use of hearing and speech for communication over the phone and in person.

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

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

🏝️ Benefits

• Coverage for medical, dental, vision, and prescription drugs.

• 401K plan.

• Equity incentive program.

• A variety of supplemental benefits aimed at physical, emotional, and financial wellness.

• Employee Wellness Program.

• Company-paid holidays.

• Paid Time Off (PTO).