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Commercial Lines Client Manager
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- This role requires management of a book of commercial insurance business; responsible for servicing, managing, retaining, and growing a high volume of accounts.
- Marketing New/Renewal Business: Gathering information as needed, completing applications in the Management System Applied (EPIC), creating a submission, sending out to carriers and monitoring the renewal or new business process.
- Quotes/Proposals: Reviewing quotes for accuracy and preparing the proposal for the meeting with the insured.
- Service Book of Business: Responding to all email, mail and phone requests for a book of business.
- Audit: Processing and Disputes.
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