Job Details

Job DetailsLocation 918 S Pleasantsburg Drive,Greenville, SC, 29605,United StatesEmployee Type FT ExemptManage Others NoOverviewThe Marketing Client Service Manager (Marketing CSM) is responsible for supporting the marketing and servicing functions for Commercial Lines Transportation accounts. This role assists with account setup, processing requests, maintaining documentation, coordinating with carriers and clients, and supporting the marketing team throughout the account lifecycle. The Marketing CSM works closely with Producers, Account Executives, Marketing staff and carrier partners to ensure timely and accurate service delivery.ResponsibilitiesSupport the servicing and marketing of transportation accounts, including account setup, documentation, endorsements and day-to-day servicing activitiesProcess certificate requests, MVR requests, loss run request, IFTA requests and auto ID requestsAssist with direct billed endorsements and follow up with carriers and insureds regarding outstanding information or missing endorsementsCoordinate cancellation notices and communicate with clients regarding policy servicing mattersAssist with current account quoting activities, including adding vehicles, drivers and related policy changesSet up new accounts within agency management systems and prepare files for marketing reviewReview and qualify new business submissions prior to assignment to marketing staffMaintain accurate documentation and activities within the agency management system (Epic)Scan and organize incoming documents and correspondenceSend policy copies, insurance documents and related materials to clients as requestedOrder office and department supplies as neededBuild and maintain strong, professional relationships with clients, carriers and internal team membersRequirementsActive Property & Casualty Insurance License (required, or must obtain within 30 days of employment)E xcellent communication, customer service and relationship management abilitiesStrong attention to detail with the ability to manage competing priorities in a fast-paced environmentProactive problem-solving and organizational abilitiesAbility to work independently and collaboratively within a team environmentAbility to follow established workflows and procedures with a high degree of accuracyProficiency with Microsoft Office Suite (Word, Excel, Outlook)Preferred Education & ExperienceExperience with commercial lines insurance or transportation insurance is preferred, but not requiredFamiliarity with agency workflows and management systems (e.g., Applied Epic) is a plusUnderstanding of transportation accounts and related servicing activities is preferredBenefitsOakbridge Insurance Agency offers a friendly and flexible work environment and first-class benefits. 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. A strong health insurance plan and many supplemental, voluntary offerings are also available.EEO StatementOakbridge Insurance is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws. This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, recall, leave of absence, compensation, benefits, training, and apprenticeship. Oakbridge Insurance makes hiring decisions based solely on qualifications, merit, and business needs at the time.#J-18808-Ljbffr