Commercial Insurance Client Service Manager Position Available In Madison, Mississippi
Tallo's Job Summary: The Commercial Insurance Client Service Manager role involves maintaining insurance coverage for commercial lines, processing policies, endorsements, audits, and cancellations. The position requires 1-2 years of property and casualty servicing experience, an active Property and Casualty license, and proficiency in Microsoft Excel and Word. This position does not have any supervisory responsibilities and may require lifting up to 25 pounds.
Job Description
Position Summary:
The Commercial Lines 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 on 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:
1-2 years of experience in property and casualty servicing preferred
Licensing and Credentials:
Active Property and Casualty license required (company will help candidate obtain licensure if needed)
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