Personal Lines Client Service Manager

The **Personal Lines Client Service Manager** is responsible for assisting producers and clients in maintaining insurance coverage for personal lines of insurance to include processing and invoicing policies, endorsements, audits, and cancellations. **Supervisory Responsibilities:** None **Essential Tasks:** - Preparing and processing endorsements requests for submission to insurance carriers, including invoicing, and timely follow-up to confirm receipt. - Verification of rates, exposures, and prior premiums to ensure accurate policy records. - Handling/processing policy cancellations, billing inquiries, and related issues with attention to detail and efficiency. - Work closely with Senior Insurance Managers for the review and approval of endorsements and renewals. - Provide exceptional client service and support policy retention efforts through proactive communication and problem-solving. - Respond to and process certificate of insurance (COI), ID Cards, and billing questions as needed. - Maintain accurate and organized agency files, and process incoming mail and service requests promptly. - Adhere to established agency procedures and best practices. - Foster strong working relationships with both clients and internal stakeholders to support overall service excellence. - Ability to perform other duties as assigned. **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+ 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:** - Working knowledge of Microsoft Excel, Word, and Outlook - Applied Epic experience preferred, but knowledge of similar Account Management System (AMS) is acceptable - Familiarity of carrier systems **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 prescription incentive plan as well as multiple supplemental benefits for physical, emotional, and financial wellbeing. - Company paid holidays, plus PTO - Employee Wellness Program **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 unti…