Client Service Director
5 days ago
We are seeking a Client Service Director - Commercial Lines to join our team at APR. This individual will oversee a diverse portfolio of commercial insurance accounts and serve as the primary point of contact for our clients.
Key Responsibilities- Manage a book of commercial lines accounts to ensure high levels of customer satisfaction.
- Respond promptly and professionally to client inquiries regarding policy and coverage.
- Conduct policy reviews, recommend coverages, and prepare proposals for renewal business and/or additional lines of coverage.
- Work closely with producers to market new business and negotiate renewals, ensuring optimal coverage/cost ratios.
- Establish and maintain strong relationships with carrier representatives and underwriters.
- Maintain accurate and detailed client and policy information within the agency management system.
- Stay informed about changes in the insurance industry and engage in continuous professional development to enhance technical knowledge and capabilities.
- 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 communicate with clients, team members, and carriers.
- Ability to manage multiple tasks, set priorities, and meet deadlines.
- Proficient with Microsoft Office Suite or related software for producing professional reports, spreadsheets, and presentations.
$70k-$80k per year, depending on experience and qualifications.
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Financial Services Director
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Mid-Market Client Service Executive
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