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-Fun