Client Service Associate
4 months ago
Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.
Account Manager
WHAT YOU’LL DO:
- Present and meet with clients regularly to assess risk and advise on coverage for their business operations.- Generate new business and retain existing business as a client relationship manager.- Coordinate Renewal Strategy Meetings with clients and service teams, including agenda preparation, meeting minutes, and action items/timelines.- Prepare and update the Limits Chart after each renewal and amendment.- Issue Side Analyses to clients as the renewal or new business offer, providing comprehensive coverage offerings and uninsured exposures.- Facilitate the entire renewal process 90-60 days in advance and manage the process with Client Advisor (CA) and Technical Service Associate (TSA).- Follow all procedures for new business as outlined within the Commercial Marketer role.- Ensure all correspondence is attached and documented in the Business Management System (BMS).- Collaborate with the TSA on Payment Terms and Premium Financing, with collection responsibilities falling under the CA's ownership.- For automatic policy renewals, service can be fully managed by the assigned CSA/TSA.- Service a dedicated book of business.- Hold Bi-Monthly New/Renewal Meetings with CA’s and inform them of any unusual activity on accounts.-
- Handle incoming mail, routine calls, and accounting requests.- Answer client questions regarding coverage and limits.- Receive, coordinate, and process client/company requests and producer requests for assistance.- Coordinate and process claims with the Claims Manager.- Create and maintain insurance schedules.- Set up masters, receive certificate requests, review, and issue certificates.- Process and obtain signed finance agreements.-
- Follow up with Producers to ensure completion of the Insurance Coverage Review Checklist.- Quote all lines of coverage under the direction of the Marketing Department.- Process middle market endorsements.- Respond to returned Renewal Questionnaires.
WHAT YOU’LL NEED:
- 2+ years of insurance experience in Commercial Lines.- RIBO license required.- Experience with large accounts and international business is preferred.- High School Diploma or equivalent.- Proficient with MS Office Suite, especially Outlook and Excel.- Positive attitude and commitment to working in a team environment.- Exceptional customer service and interpersonal skills.- Ability to use EPIC - BMS system. Training is provided.
WHAT WE OFFER:
- Excellent growth and advancement opportunities.- Competitive pay based on experience.- Discretionary Time Off (DTO).- Generous benefits package: health, dental, vision, 401(k), etc.- Employee Stock Purchase Plan.
We are an Equal Opportunity Employer. We take pride in the diversity of our team and seek diversity in our applicants.
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