Client Service Manager

POSITION DESCRIPTION

Position Title: Client Service Manager

Department: Commercial Lines

Reports To: Supervisor

Supervises: N/A

FLSA Status: Non-Exempt

Effective Date: 9/1/2026

POSITION SUMMARY

The Client Service Manager independently manages an existing book of business providing exceptional service to our clients. This role works closely with the Business Insurance Executive to ensure all of client's insurance needs are met.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Develop and maintain effective working relationships with Business Insurance Executives, Business Insurance Consultants, clients, and insurance carriers

Input and maintain all electronic files/client information in the client management system while following established workflows and procedures

Respond timely to all incoming telephone calls and emails including questions from clients, carriers and co-workers

Prepare detailed Renewal Strategy Review and Proposals for each large Commercial client annually

Prepare all binders, Certificates of Insurance, Evidence of Property, auto ID cards, E&S affidavits and other items related to the binding of new and renewal business

Manage the marketing process at renewal which includes negotiating with underwriters, follow up, review and comparison of quotes

Maintain integrity of the client management system by monitoring reports on a consistent basis

Review and process open activities daily

Process and review Endorsements, Audits and Policies for accuracy and prepare for client delivery using standardized wording

Utilize Client Service Associates for specific workflows when directed by management

Issue Certificates of Insurance, including reviewing contractual insurance requirements for compliance

Market client's program with various carriers as needed

Attend and participate in all department and company meetings

Demonstrate teamwork by assisting co-workers when directed by management

Understand and explain coverages and Policies to clients

Ensure that the professional standards of McConkey are being met

Perform other duties as assigned by management

KEY COMPETENCIES

Strong attention to detail

Resourceful, innovative approach to problem solving

Strong communication skills both written and verbal

Must be a team-player but can work independently to meet deadlines

Ability to take direction yet show initiative to be proactive

Interpersonal skills to build outstanding relationships and foster team environment

POSITION REQUIREMENTS

College degree or advanced education strongly preferred

Must maintain Property & Casualty insurance license at all times

Proficient with Microsoft Office Suite, including Excel

Proficiency in client management system and workflows; understanding integration between technology systems

Participate in seminars and educational classes to develop skills and keep current of regulations and best practices

Insurance designation strongly encouraged

PHYSICAL REQUIREMENTS AND WORK ENVIRONMENT

Extended periods of time in a sedentary position with ability to move about office to access office equipment and attend meetings

Prolonged periods of working on a computer using keyboard

Work environment includes interacting with others, participating in meetings, corresponding through email and phone calls

Must be able to communicate effectively in English both verbally and in writing to internal and external clients

Standard office hours are Monday through Friday, 8:00am to 5:00pm

Occasional out-of-office travel for client visits, educational opportunities, and company-wide meetings

This position was posted by Gallen Insurance. Apply through the official website using the link on this page.