Position Summary:
The Marketing Client Service Manager (Marketing CSM) is responsible for supporting the marketing and servicing functions for Commercial Lines Transportation accounts.ย This role assists with account setup, processing requests, maintaining documentation, coordinating with carriers and clients, and supporting the marketing team throughout the account lifecycle.ย The Marketing CSM works closely with Producers, Account Executives, Marketing staff and carrier partners to ensure timely and accurate service delivery.
Work Performed
- Support the servicing and marketing of transportation accounts, including account setup, documentation, endorsements and day-to-day servicing activities
- Process certificate requests, MVR requests, loss run request, IFTA requests and auto ID requests
- Assist with direct billed endorsements and follow up with carriers and insureds regarding outstanding information or missing endorsements
- Coordinate cancellation notices and communicate with clients regarding policy servicing matters
- Assist with current account quoting activities, including adding vehicles, drivers and related policy changes
- Set up new accounts within agency management systems and prepare files for marketing review
- Review and qualify new business submissions prior to assignment to marketing staff
- Maintain accurate documentation and activities within the agency management system (Epic)
- Scan and organize incoming documents and correspondence
- Send policy copies, insurance documents and related materials to clients as requested
- Order office and department supplies as needed
- Build and maintain strong, professional relationships with clients, carriers and internal team members
Job Requirements
- Active Property & Casualty Insurance License (required, or must obtain within 30 days of employment)
- Excellent communication, customer service and relationship management abilities
- Strong attention to detail with the ability to manage competing priorities in a fast-paced environment
- Proactive problem-solving and organizational abilities
- Ability to work independently and collaboratively within a team environment
- Ability to follow established workflows and procedures with a high degree of accuracy
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook)
Preferred Education & Experience
- Experience with commercial lines insurance or transportation insurance is preferred, but not required
- Familiarity with agency workflows and management systems (e.g., Applied Epic) is a plus
- Understanding of transportation accounts and related servicing activities is preferred
Company Description
Oakbridge Insurance Agency is a new kind of insurance and risk management agency with the mission to transform and elevate the way business is done in our industry.
For over 100 years, the founding firms of Oakbridge worked alongside each other in small towns and cities throughout the Southeast, cultivating similar company cultures and best practices, and earning each other's respect in the industry. They envisioned a way to impact the future of insurance and formed Oakbridge Insurance Agency on January 1, 2021. Since forging this different path, we are proud to have added additional partners to Oakbridge who reflect our vision, demonstrate our core values, and share our commitment to doing what is right for our friends and neighbors.
Our most important asset is our people. 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.
Oakbridge 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.