Commercial Lines Client Service Manager - Metro Atlanta South

Oakbridge Insurance Agency • Fairburn, GA

47d

About The Position

At Oakbridge, we're guided by a commitment to service, relationships, and doing what's right. The Commercial Lines Client Service Manager plays a vital role in supporting our clients, maintaining strong relationships, and delivering efficient, high-quality service across all stages of the account lifecycle.

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, Excel, Outlook)
• Active Property & Casualty Insurance License (required, or must obtain within 30 days of employment)

Nice To Haves

• 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

Responsibilities

• 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

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed