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Commercial Lines Client Service Manager
Higginbotham. Prepare endorsement requests to send to insurance carriers .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in property and casualty insurance servicing, including endorsement processing, audits, and client communication. Proficient in using Microsoft Office tools and Account Management Systems to support insurance operations and maintain client relationships.
Highest-signal resume keywords
Property And Casualty LicenseEndorsement ProcessingApplied Epic ExperienceClient CommunicationMicrosoft Excel Proficiency
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Endorsement ProcessingAudit ProcessingInvoicingPolicy Change ManagementCommercial Lines Insurance Coverage
Soft Skills
Client Relationship ManagementCommunication
Tools & Technologies
Microsoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OutlookAccount Management System
Certifications & Qualifications
Active Property And Casualty License
Industry Keywords
Property And Casualty InsuranceInsurance CarriersBilling IssuesCancellationsTechnical Support
About the role
Key responsibilities & impact- Prepare endorsement requests to send to insurance carriers
- Follow up on receipt of endorsements to existing policies
- Process endorsements, including invoicing and delivery to clients
- Process audits, including verification of rates, exposures, and prior premiums
- Handle and process cancellations and billing issues
- Communicate with staff and clients to gather information for policy changes
- Follow agency procedures
- Provide technical support to Marketing Executives and Producers
- Establish and maintain relationships with internal and external clients
- Assist producers and clients in maintaining commercial lines insurance coverage
Requirements
What you’ll need- 3+ years of experience in property and casualty servicing preferred
- Active Property and Casualty license required (company will help candidate obtain licensure if needed)
- Proficient with Microsoft Excel, Word, PowerPoint, and Outlook
- Applied Epic experience preferred, or knowledge of a similar Account Management System (AMS) acceptable
- 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, and 10-key
- Ability to walk, bend, sit, reach, and stretch in all directions
Benefits
Comp & perks- 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
- PTO