Senior Client Representative, Commercial – Job Description 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 Required • 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 Compensation • 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: This position is eligible for overtime pay in addition to an annual discretionary bonus and incentive compensation. 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