Commercial Lines Client Manager
Trucordia
full-time
Posted on:
Location Type: Remote
Location: North Carolina • United States
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About the role
- Manage client and carrier communications ensuring timely and professional responses.
- Handle end-to-end policy setup and maintenance in AMS360, including creating customer profiles, setting up applications, and transitioning applications into policies.
- Process policy-related transactions, such as invoicing, payment application (standard and non-standard markets), finance agreement setup, and submitting policy changes.
- Oversee renewal and audit processes, including notifying clients, collecting updated information, quoting/requoting, and managing cross-sell opportunities.
- Manage certificates of insurance, including setup, holder list management, edits, and distribution in line with policy requirements and client needs.
- Support quoting and underwriting, including gathering business information, submitting to carriers, and coordinating responses to underwriter requests.
- Utilize AMS360 and carrier websites for activity tracking, setting follow-ups, pulling loss runs, and sending/managing documents via DocuSign.
Requirements
- Experience working with AMS360 and a solid understanding of commercial insurance lines.
- Strong organizational and multitasking skills with the ability to manage workflow in a fast-paced environment.
- Proficient in client servicing and communication, both written and verbal, with a focus on responsiveness.
- Demonstrated ability to quote policies, understand carrier appetites, and manage renewal processes.
- Working knowledge of certificate issuance and management, including meeting contract requirements.
- Familiarity with commercial insurance billing, including setting up invoices, taking payments, and managing finance agreements.
- Proficient with DocuSign, and carrier portals, with the ability to coordinate electronic signatures and document workflows.
Benefits
- Medical
- Dental
- Vision
- Life Insurance and AD&D
- FSA / HSA
- Accident
- Critical Illness
- Hospital Indemnity
- Supplemental Health Insurance
- EAP
- Pet Insurance
- 11 Paid Holidays
- Flexible PTO
- 401K
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
policy setuppolicy maintenanceinvoicingpayment applicationfinance agreement setuppolicy changesquotingunderwritingcertificate issuancecommercial insurance billing
Soft Skills
organizational skillsmultitaskingclient servicingcommunicationresponsiveness