Senior Client Service Representative

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 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. Originally posted on Himalayas