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Client Service Specialist
2 months ago
Client Service Specialist
Summary:
Position interacts with customers and employees as the first point of contact at ONI Risk Partners to provide requested information. Assist with other projects as needed by different business lines.
Duties and Responsibilities:
Provide support to Account Coordinators in the processing of commercial lines insurance policies
Entering information into the agency management system
Requesting and processing policy change requests
Issuing certificates of insurance, evidence of property, and auto identification cards
Responsibility for processing audits, endorsements, cancellations and other non-renewal items including checking/verifying coverages and entering complete detail into Sagitta
Create Page Marks & Page Descriptions in Imaging System
Print schedules needed as part of renewal marketing process
Issue Bonds
Order Motor Vehicle Reports for Company Use
Direct accountability for researching and resolving customer inquiries as it relates to policyholder maintenance.
Qualifications:
High school graduate or equivalent. College degree a plus.
Prior customer service, office administration, and/or insurance experience is required; prior commercial lines insurance experience a plus
A current Indiana Property & Casualty license is necessary or must be willing and able to obtain within 90 days of hire
Excellent written and verbal communication skills
Proficiency with Microsoft products
Previous Agency Management systems experience a plus, Vertafore/ Sagitta preferred.
Previous Document Imaging systems experience a plus, Vertafore/ImageRight preferred
Must be detail oriented, excel in a fast-paced environment, able to meet deadlines, work with a sense of urgency and have excellent customer service skills
WHY JOIN US?
15th Largest Broker in US
Voted " Best Place to Work" in the Insurance Industry
Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips).
EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients.
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