Client Services Manager

Employee Type FT Exempt Description The Commercial Lines Client Service Manager (CSM) is responsible for supporting all facets of client service, including account maintenance, servicing activities, and communication with carriers and clients. This role involves owning various administrative and technical responsibilities within the agency’s management system (Epic), ensuring a high level of accuracy, compliance, and client satisfaction throughout the policy lifecycle. Work Performed Support the servicing of commercial lines business, including data management, documentation, policy changes, audits, premium comparisons, billing and day-to-day servicing Build and maintain strong, professional relationships with clients, carriers and internal team members Coordinate and process policy documents including binders, ID cards, insurance summaries, proposals and certificates Handle client billing including invoicing, reconciling account discrepancies and tracking outstanding payments Requirements Excellent communication, customer service and relationship management skills Strong attention to detail with the ability to manage competing priorities Proactive problem-solving and analytical abilities Comfortable working independently and as part of a collaborative team Proficiency with Microsoft Office Suite (Word, Office, Outlook) Preferred Education & Experience Active Property & Casualty Insurance License (required, or must obtain within 30 days of employment) Experience with commercial lines insurance is preferred, but not required Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus Understanding of agency workflows and procedures Summary Deeply Rooted to Serve Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry. For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors. Our most important asset is our people. We offer a friendly and flexible work environment and offer first-class benefits to meet the needs of you and your family. Benefits include a 401k plan with immediate participation, company match, and immediate 100% vesting. Company-paid benefits include life insurance and short- and long-term disability. We have a strong health insurance plan and many supplemental, voluntary offerings. 401k plan with immediate participation, company match, and immediate 100% vesting life insurance short- and long-term disability strong health insurance plan many supplemental, voluntary offerings Mandated mandatory not missing mandatory. Oakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time. #J-18808-Ljbffr