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
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
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
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
Job details are sourced from the employer's original posting.
