Client Services Specialist

4 weeks ago


Columbus, United States Dawson Full time
Job DescriptionJob DescriptionClient Services SpecialistProperty & Casualty Insurance Agency$22.06 per hourPermanent OpportunityMonday-Friday, 37.5-hour work weekColumbus, Ohio (onsite)What the position offers:
  • Inclusive company culture
  • PTO and paid holidays
  • Company pays to get your P&C license after 6 months
  • Interview process: Phone screen followed by 2-3 onsite interviews
What you’ll be doing:
  • Assist client managers and producers in handling and processing new
    and renewal commercial lines business
  • Provide customer service to clients as assigned and requested
  • Coordinate expirations with client manager and producer to obtain renewal and new business information
  • Maintain expiration lists
  • Issue Certificates of Insurance and handle endorsement requests
  • Check new and renewal policies for accuracy in rating, typing, coverages, and signatures and input these transactions to generate billing invoices, ensure these items are delivered to the client
  • Maintain client data in the Agency Management System (Applied’s Epic) following agency procedure manual
  • Issue Auto ID Cards
  • Prepare proposals
  • Receive phone calls from clients and companies regarding coverage, claims, or administrative problems and comply with the request and refer to the producer only when necessary
  • Maintain a suspense system within the Agency Management System to follow up on outstanding orders, correspondence, and reports to follow up appropriately
  • Be familiar with and follow agency E&O guidelines
  • Run motor vehicle reports and determine driver eligibility
  • Perform special projects at management’s request
Who we’re looking for:
  • 1-3 years of office experience post-college
  • Must be a self-starter, imaginative, and creative with great communication skills both verbal and written
  • Must have a high sense of urgency
  • Willingness to obtain an Ohio Property and Casualty license & have a passion for continuing education in the insurance field
  • Knowledge of Microsoft Outlook, Excel, and Word
  • Strong organizational and prioritization skills with the ability to effectively manage multiple tasks
  • A desire to live by the company’s culture


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