Commercial Lines Senior Client Manager

Commercial Lines Senior Client Manager (Temporary)
Job Summary
Seeking a highly skilled and experienced

Commercial Lines Senior Client Manager

to join a team on a temporary basis. The ideal candidate will independently manage client relationships, provide expert advice, and deliver exceptional service.

Compensation Package

Hourly Rate : $38/hour

Responsibilities

Evaluate exposures, obtain quotes, review, negotiate, and finalize quotes.

Gather client information, analyze risks, and provide tailored recommendations.

Determine markets within the Core Carrier Strategy.

Develop solutions and prepare for strategy meetings with Client Advisors.

Create complete carrier submissions and manage the submission process.

Obtain signed binding documents and notify carriers.

Review binding documents for accuracy.

Conduct contract reviews.

Maintain accurate account details, contacts, and policy information in EPIC.

Process renewals, endorsements, acknowledgments, cancellations, and proofs of insurance.

Organize and attach documents in EPIC.

Utilize templates and system-generated letters for standard communications.

Create and assign activities in EPIC to team members.

Order loss runs, generate proofs, and review endorsements and audits as needed.

Qualifications/Requirements
Work Experience

Minimum of 3 years of experience in Commercial Property & Casualty insurance with a comprehensive understanding of insurance coverages.

Current experience in a broker or independent agency setting.

Professional Licenses/Certifications

Active state Property & Casualty insurance license is required.

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