Job Description

Position Summary: The Commercial Lines Client Service Manageris 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<...

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