Client Service Manager - Transportation Small Business Insurance
Core
Provide day-to-day client service, manage commercial insurance books, and drive growth/retention for small business clients in the transportation sector.
Role type
Client Service Manager (Commercial Insurance)
Builds
Client service operations and insurance book growth for small businesses
Domain
Insurance brokerage / Transportation & Logistics
Deliverable
client delivery
Required skills
Commercial insurance servicing, transportation industry knowledge, carrier underwriter relationship management, policy quoting and processing, coverage review and recommendation, proposal production, record management in EPIC, multi-line coverage explanation, billing and audit issue resolution
Preferred skills
Applied EPIC working knowledge, Microsoft Office proficiency, Bachelor's degree
Technologies
Applied EPIC, Microsoft Office (Word, Excel, Outlook, PowerPoint)
Responsibilities
Provide prompt and accurate service to clients, establish relationships with carrier underwriters, quote and process policy changes, review coverages and suggest new lines, remarket policies, process certificates of insurance, negotiate pricing and underwriting terms, produce quality proposals for renewals and new business, manage client records within EPIC
Seniority
Individual Contributor, mid-level specialist