Client Service Director

3 weeks ago


Dallas, Texas, United States APR Full time
Role Overview

The Client Service Director - Commercial Lines at APR serves as a critical link between our organization and our clients, managing a diverse portfolio of commercial insurance accounts. This individual is responsible for understanding client needs, providing tailored solutions, and ensuring their coverage aligns with their business objectives.

**Primary Responsibilities:**
  • Oversee a book of commercial lines accounts, driving customer satisfaction and loyalty.
  • Develop and implement strategies to address client inquiries and concerns, ensuring prompt and professional responses.
  • Conduct thorough policy reviews, recommending coverages and preparing proposals for renewal business and/or additional lines of coverage.
  • Collaborate with producers to market new business and negotiate renewals, optimizing coverage/cost ratios.
  • Nurture strong relationships with carrier representatives and underwriters, leveraging their expertise to drive business growth.
  • Utilize agency management software and carrier online rating portals to streamline operations and improve efficiency.
  • Maintain accurate and up-to-date client and policy information within the agency management system.
  • Stay current with industry developments and engage in ongoing professional development to enhance technical knowledge and capabilities.


**Qualifications and Requirements:**
  • A minimum of 5-7 years of experience in commercial lines account management or related role in the insurance industry.
  • Property and Casualty license required.
  • Preferred designations: Certified Insurance Counselor (CIC), Chartered Property Casualty Underwriter (CPCU), or equivalent.
  • Proficiency in agency management software, preferably Applied (TAM or EPIC) or AMS360.
  • Strong knowledge of various types of commercial insurance policies.
  • Excellent written and verbal communication skills to effectively interact with clients, team members, and carriers.
  • Ability to manage multiple tasks, prioritize, and meet deadlines.
  • Proficient with Microsoft Office Suite or related software for producing professional reports, spreadsheets, and presentations.


**Why APR:**
We value expertise, integrity, and teamwork in our professionals, striving to create a supportive environment that fosters growth and innovation.

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