Senior Client Representative

Senior Client Representative, Commercial - Job Description Position Summary The Senior Client Representative (SCR) serves as a primary point of contact for clients, managing ongoing service needs, policy changes, and client communications. This role is responsible for delivering high-quality, compliant service while supporting account teams in achieving client retention, satisfaction, and growth. The role is both operational and hands-on, with increasing responsibility for complex accounts, mentorship, and leadership support. Key Responsibilities Functional Leadership & Ownership

• Owns and manages client service lifecycle including renewals, changes, and ongoing service needs.
• Acts as subject matter expert for client accounts and insurance policies.
• Maintains accountability for accuracy, compliance, and documentation across all service activities. Hands-On Execution & Delivery
• Processes policy changes, endorsements, and documentation through carrier portals and EPIC system.
• Prepares submissions, certificates, summaries, and client deliverables.
• Reviews policies and renewals for accuracy prior to delivery.
• Handles billing processes, cancellations, reinstatements, and audits. Reporting, Quality & Operational Support
• Maintains accurate client data in EPIC including coverage, limits, and endorsements.
• Tracks activity, deadlines, and outstanding items ensuring timely completion.
• Ensures high-quality service delivery aligned to E&O and compliance standards. Cross-Functional Partnership & Integration
• Collaborates with Client Managers, Executives, and internal departments.
• Communicates client needs, risks, and opportunities to account teams.
• Supports claims reporting and coordination with carriers and internal teams. Growth, Change & Special Initiatives
• Supports onboarding, training, and mentorship of junior team members.
• Identifies cross-selling opportunities and contributes to account growth.
• Participates in operational improvements and strategic initiatives. Process Improvement & Best Practices
• Continuously improves workflows and service efficiency.
• Maintains awareness of industry regulations and best practices. Senior-Level Expectations
• Demonstrates leadership, professionalism, and role-model behavior.
• Handles complex accounts independently.
• Mentors and develops junior staff.
• Consistently exceeds performance expectations and service metrics. Management Responsibilities
• Oversees Client Representatives and Administrative support staff.
• Manages workflows, productivity, and service standards.
• Supports hiring, onboarding, and performance management processes.
• Coordinates with HR, Accounting, IT, and leadership teams. Accountability
• Deliver accurate, timely, and compliant client service.
• Maintain strong client relationships and satisfaction.
• Ensure data integrity and operational excellence.
• Support team collaboration and continuous improvement.
  Qualifications Required
• 3-5+ years of commercial insurance experience.
• Appropriate insurance licensing.
• Strong communication, organization, and analytical skills.
• Proficiency in Microsoft Office. Preferred
• Experience with Applied EPIC.
• Bachelor's degree in business or related field. Key Competencies
• Ownership & Accountability
• Client Focus & Service Excellence
• Collaboration & Communication
• Process Improvement & Efficiency
• Problem Solving & Critical Thinking Compensation & Benefits Compensation
• The base salary range for this position is $50,000 to $75,000 annually. Individual compensation will be determined based on a variety of factors including relevant experience, skills, education, and internal equity.

Additional Compensation:

This position is eligible for overtime pay in addition to an annual discretionary bonus and incentive compensation. Benefits Eligible employees are offered a comprehensive benefits package that includes:

• Medical, dental, and vision insurance
• Employer-provided life and disability insurance
• Paid time off, paid holidays
• Applicable paid and unpaid leaves
• 401(k) retirement savings plan