Commercial Lines Senior Client Service Manager at Higginbotham

West Lake Hills, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Aug, 26

Salary

0.0

Posted On

07 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Lines Insurance, Policy Processing, Invoicing, Audit Processing, Client Relationship Management, Technical Support, Problem Solving, Attention To Detail, Communication Skills, Team Collaboration, Organizational Skills, Adaptability, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook

Industry

Insurance

Description

Position Summary: The Commercial Lines Senior 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. Supervisory Responsibilities: None Essential Tasks: * Prepare endorsement requests to send to insurance carriers * Follow-up for 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 * 8 years of experience in property and casualty servicing preferred Licensing and Credentials: * Property and Casualty license required * Certified Insurance Service Representative (CISR) designation or equivalent strongly 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

Responsibilities

The role involves assisting producers and clients in maintaining commercial lines insurance coverage by processing policies, endorsements, audits, and cancellations. It also requires providing technical support to Marketing Executives and maintaining strong internal and external client relationships.