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About the Role
This role involves providing comprehensive client services related to marketing, claims, and administration for a designated book of business. You will be responsible for responding to client inquiries, supporting new coverage implementations, gathering exposure information, and managing policy documentation.
Responsibilities
- Services designated book of business as relating to marketing, claims, and administration.
- Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions.
- Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier.
- Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications.
- Requests and collects quotes (new and renewal) from carriers.
- Audits quotes, binders, and endorsements and makes requests for changes as needed.
- Processes audits and creates audit analysis for Client.
- Receives policy, then updates and completes policy check to ensure completeness.
- Updates specifications, application, and summary information to reflect changes during the year.
- Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff.
- Binds coverage under direction of the Unit Manager/Account Executive.
- Informs Client of any and all changes that may affect insurance premiums or coverage.
- Gathers and compiles information for new business opportunities.
- Inputs Client information into data management system, ensuring accuracy and completeness.
- Generates materials for Client presentations and meetings.
- Creates and sends compliance communications as needed.
- Issues and processes Client invoicing.
- Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies.
- Researches industry trends and governmental regulations.
- Performs other responsibilities and duties as needed.
Requirements
- Ability to complete continuing education requirements as needed.
- Ability to attend company, department, and team meetings as required, including industry training sessions.
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
- Ability to efficiently organize work and manage time in order to meet deadlines.
- Ability to travel by automobile and aircraft.
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine.
- Ability to work on a computer for a prolonged amount of time.
- Ability to work outside of normal business hours as needed.
- Legally able to work in the United States.
Skills
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills
- Understands industry trends and governmental regulations
Experience Level
- Typically three to seven years of Client services experience is required
Education Level
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent