Client Advocate - Construction

Essential Duties

and Responsibilities Account Management Provide day-to-day client management and servicing Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). Process incoming mail (postal, email and/or faxes) for the team and distribute to team Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery Deliver policies as directed by Producer/Client Manager/Account Executive Request and prepare policy endorsements Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive Process client monthly reports Process premium audits and deliver disputed audits to Client Manager/Account Executive Follow agency procedures for EPIC (client management system).

Perform other duties as assigned. Other Duties and Responsibilities Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture Create and maintain a positive work environment Accept special assignments as directed by Department Managers Support agency directives in effectively managing agency/carrier relationships Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product Represent Christensen Group in the greatest professional and ethical manner possible Provide the ultimate customer experience within the boundaries of the organization’s capabilities Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations Contribute to creating a safe and fun learning environment Commit to continued education to grow skills and knowledge