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Responsibilities
- Services designated book of business as relating to marketing, claims, and administration.
- Responds to client inquiries, maintaining documentation of communications, existing issues, and issue resolutions.
- Supports implementation of new lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with clients and carriers.
- Gathers and compiles exposure information from the client, including loss-run schedules and client stratifications.
- Requests and collects quotes (new and renewal) from carriers.
- Audits quotes, binders, and endorsements and requests changes as needed.
- Processes audits and creates audit analysis for clients.
- Receives policies, then updates and completes policy checks to ensure completeness.
- Updates specifications, applications, 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 clients of any and all changes that may affect insurance premiums or coverage.
- Gathers and compiles information for new business opportunities.
- Inputs client information into the 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 determine action plans and assist in collection efforts or billing discrepancies.
- Researches industry trends and governmental regulations.
- Performs other responsibilities and duties as needed.
Requirements
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent.
- Typically three to seven years of client services experience is required.
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint).
- Strong verbal and interpersonal communication skills required.
- Understands industry trends and governmental regulations.
- 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
- Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Verbal communication
- Interpersonal communication
- Organization
- Time management
Experience Level
- Three to seven years
Education Level
- Bachelor’s Degree in Business Administration or related field