Client Services Specialist
4 weeks ago
- 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
- 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
- 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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