Senior Client Representative

Position Summary The Senior Client Representative (SCR) serves as a primary point of contact for clients, managing ongoing service needs, policy changes, and client communications. This role is responsible for delivering high-quality, compliant service while supporting account teams in achieving client retention, satisfaction, and growth. The role is both operational and hands-on, with increasing responsibility for complex accounts, mentorship, and leadership support. Key Responsibilities Functional Leadership & Ownership Owns and manages client service lifecycle including renewals, changes, and ongoing service needs. Acts as subject matter expert for client accounts and insurance policies. Maintains accountability for accuracy, compliance, and documentation across all service activities. Hands-On Execution & Delivery Processes policy changes, endorsements, and documentation through carrier portals and EPIC system. Prepares submissions, certificates, summaries, and client deliverables. Reviews policies and renewals for accuracy prior to delivery. Handles billing processes, cancellations, reinstatements, and audits. Reporting, Quality & Operational Support Maintains accurate client data in EPIC including coverage, limits, and endorsements. Tracks activity, deadlines, and outstanding items ensuring timely completion. Ensures high-quality service delivery aligned to E&O and compliance standards. Cross-Functional Partnership & Integration Collaborates with Client Managers, Executives, and internal departments. Communicates client needs, risks, and opportunities to account teams. Supports claims reporting and coordination with carriers and internal teams. Growth, Change & Special Initiatives Supports onboarding, training, and mentorship of junior team members. Identifies cross-selling opportunities and contributes to account growth. Participates in operational improvements and strategic initiatives. Process Improvement & Best Practices Continuously improves workflows and service efficiency. Maintains awareness of industry regulations and best practices. Senior-Level Expectations Demonstrates leadership, professionalism, and role-model behavior. Handles complex accounts independently. Mentors and develops junior staff. Consistently exceeds performance expectations and service metrics. Management Responsibilities Oversees Client Representatives and Administrative support staff. Manages workflows, productivity, and service standards. Supports hiring, onboarding, and performance management processes. Coordinates with HR, Accounting, IT, and leadership teams. Accountability Deliver accurate, timely, and compliant client service. Maintain strong client relationships and satisfaction. Ensure data integrity and operational excellence. Support team collaboration and continuous improvement. Qualifications 3–5+ years of commercial insurance experience. Appropriate insurance licensing. Strong communication, organization, and analytical skills. Proficiency in Microsoft Office. Preferred Experience with Applied EPIC. Bachelor’s degree in business or related field. Key Competencies Ownership & Accountability Client Focus & Service Excellence Collaboration & Communication Process Improvement & Efficiency Problem Solving & Critical Thinking Compensation & Benefits The base salary range for this position is $50,000 to $75,000 annually. Individual compensation will be determined based on a variety of factors including relevant experience, skills, education, and internal equity. Additional Compensation: Eligible for overtime pay Benefits Eligible employees are offered a comprehensive benefits package that includes: Medical, dental, and vision insurance Employer-provided life and disability insurance Paid time off, paid holidays Applicable paid and unpaid leaves 401(k) retirement savings plan #J-18808-Ljbffr RCM&D