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Oakbridge Insurance Agency

Client Service Manager | Commercial Lines

Pay: Not specified

Posted: 07/14/2026

Location: Rocky Mount, NC (Onsite)

Last Updated: 1 week ago

Hours: Full-Time

Expires: 10/1/2026

Job Description

Client Service Manager | Commercial Lines at Oakbridge Insurance Agency Client Service Manager | Commercial Lines at Oakbridge Insurance Agency in Rocky Mount, North Carolina Posted in 23 days ago.

Type:

Full-Time Job Description:

The Commercial Lines Client Service Manager (CSM) is responsible for supporting all facets of client service, including account maintenance, servicing activities, and communication with carriers and clients. This role involves owning various administrative and technical responsibilities within the agencys management system (Epic), ensuring a high level of accuracy, compliance, and client satisfaction throughout the policy lifecycle.

Work Performed:

Support the servicing of commercial lines business, including data management, documentation, policy changes, audits, premium comparisons, billing and day-to-day servicingBuild and maintain strong, professional relationships with clients, carriers and internal team membersCoordinate and process policy documents including binders, ID cards, insurance summaries, proposals and certificatesHandle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments