#LI-KW1 #LI-Office Essential Functions and Primary Duties • Manage the day-to-day service delivery for an assigned portfolio of middle market commercial property & casualty clients, including complex and multi-line accounts across a variety of industries. • Serve as the primary client service contact, building trusted relationships with clients, carrier partners, and internal stakeholders. • Resolve moderately complex client service issues involving coverage interpretation, policy administration, claims coordination, certificates of insurance, endorsements, audits, and billing inquiries. • Coordinate with Producers, Account Executives, carriers, and underwriting partners to ensure timely and accurate client service delivery. • Support the marketing and renewal process by gathering underwriting information, preparing renewal submissions, reviewing proposals, and assisting with coverage comparisons. • Facilitate policy changes, endorsements, certificates, evidences of property insurance, loss runs, and other service requests within established service standards. • Conduct policy reviews and assist clients in understanding coverage options, industry trends, emerging risks, and regulatory developments affecting their business. • Identify gaps in coverage and generate client interest in additional insurance products and risk management solutions, referring opportunities to Producers as appropriate. • Represent clients internally and coordinate resources to address ongoing service needs, strategic initiatives, and special projects. • Participate in client meetings, renewal strategy discussions, stewardship meetings, and carrier meetings as needed. • Maintain accurate client records and documentation in agency management systems and carrier portals. • Ensure compliance with CBIZ policies, carrier requirements, internal controls, and industry regulations. • Develop and maintain strong relationships with insurance carriers, wholesalers, and vendor partners. • Provide guidance, mentorship, and training to less experienced service team members. Preferred Qualifications • Bachelor's degree • Active Property & Casualty Insurance License • 3+ years of commercial property & casualty insurance experience, preferably supporting middle market accounts. • Experience servicing complex commercial insurance programs, including multiple lines of coverage and carrier relationships. • Working knowledge of commercial insurance coverages • Strong understanding of the commercial insurance renewal lifecycle, coverage analysis, and client service best practices. • Experience with agency management systems such as Sagitta, or similar platforms. • Excellent communication, relationship-building, organization, and problem-solving skills. • Ability to manage multiple priorities in a fast-paced environment while maintaining a high level of accuracy and client focus. Minimum Qualifications • High School Diploma or GED required • 3 to 5 years customer service experience in the insurance industry required • Must maintain current required licenses and certifications relevant to field of expertise • Demonstrates the ability to communicate verbally and in writing throughout all levels of organization, both internally and externally • Effective customer service skills • Proficient use of applicable technology • Ability to work in team environment as well as independently • Must be able to travel based on client and business needs