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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing service delivery for middle market commercial property and casualty clients, with a strong focus on client communication, coverage analysis, and compliance with industry regulations. Proficient in utilizing agency management systems and maintaining relationships with insurance carriers and stakeholders.
Highest-signal resume keywords
Commercial Property & Casualty Insurance ExperienceActive Property & Casualty Insurance LicenseAgency Management Systems ProficiencyCustomer Service SkillsCoverage Analysis
About the role
Key responsibilities & impact- Manage day-to-day service delivery for an assigned portfolio of middle market commercial property & casualty clients
- Serve as the primary client service contact for clients, carrier partners, and internal stakeholders
- Resolve client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries
- Coordinate with Producers, Account Executives, carriers, and underwriting partners
- Support marketing and renewal processes by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons
- Facilitate policy changes, endorsements, certificates, evidences of property insurance, loss runs, and other service requests
- Conduct policy reviews and help clients understand coverage options, industry trends, emerging risks, and regulatory developments
- Identify coverage gaps and refer opportunities for additional insurance products and risk management solutions to Producers
- Coordinate resources for ongoing service needs, strategic initiatives, and special projects
- Participate in client, renewal strategy, stewardship, and carrier meetings
- Maintain accurate client records and documentation in agency management systems and carrier portals
- Ensure compliance with CBIZ policies, carrier requirements, internal controls, and industry regulations
- Maintain relationships with insurance carriers, wholesalers, and vendor partners
- Provide guidance, mentorship, and training to less experienced service team members
Requirements
What you’ll need- High School Diploma or GED required
- 3 to 5 years customer service experience in the insurance industry required
- Must maintain current required licenses and certifications relevant to field of expertise
- Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Effective customer service skills
- Proficient use of applicable technology
- Ability to work in team environment as well as independently
- Must be able to travel based on client and business needs
- Experience with agency management systems such as Sagitta, or similar platforms
- Working knowledge of commercial insurance coverages
- Strong understanding of the commercial insurance renewal lifecycle, coverage analysis, and client service best practices
- Experience servicing complex commercial insurance programs, including multiple lines of coverage and carrier relationships
- Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy and client focus
- Bachelor's degree preferred
- Active Property & Casualty Insurance License preferred
- 3+ years of commercial property & casualty insurance experience preferred
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy AdministrationClaims CoordinationCoverage InterpretationRenewal Submission PreparationPolicy ReviewCoverage ComparisonRisk Management SolutionsClient Record MaintenanceMultiple Lines of Coverage ManagementFast-Paced Environment Management
Soft Skills
Effective CommunicationTeam CollaborationMentorshipProblem SolvingClient Focus
Tools & Technologies
SagittaAgency Management SystemsCarrier Portals
Certifications & Qualifications
Property & Casualty Insurance License
Industry Keywords
Commercial Insurance CoveragesInsurance Industry RegulationsClient Service Best PracticesCoverage Gaps IdentificationUnderwriting Information Gathering