Client Account Specialist

3 weeks ago

Overland Park, United States Virtus LLC Full time

The objective of the Client Account Specialist role within our Personal Lines platform is to provide superior service to our clients that place personal lines insurance (e.g., homeowners, auto, contents, etc.) through Virtus. This role requires a keen ability to understand client needs and deliver best-in-class customer service results. The role will be responsible for taking client leads, quoting, binding, and servicing personal lines policies.

The Ideal Candidate:

• Lives the Virtus Core Values - brings their A game and a great attitude each day.

• Is highly attentive to detail and skilled in understanding the needs of private clients, either from the agency or broker side.

• Recognizes this role is people facing; must have strong interpersonal skills and a customer service mindset.

• Has a desire to learn and excel within the company - we are a well-funded, growth stage start-up and everyone must roll up their sleeves to take us to the next level

Essential Duties and Responsibilities:

• Assists team members in all aspects of client service on assigned accounts, managing key processes that serve clients and the internal activities related to these processes.

• Works as part of the team to provide seamless client service and quality work.

• Actively support and monitor the renewal processes.

• Inform client(s) of all changes that may affect insurance premiums or coverage, utilizing agency operating system to manage the process and delivery of policy change endorsements.

• Assist in generating materials for client presentations and meetings.

• Gather and compile exposure information from the client, including compiling loss-run summaries.

• Respond in a timely manner to the requests and needs of the client, sales producer and/or team.

• Effectively manage the daily needs of clients, which may include additions, deletions, lender negotiations, contract reviews.

• Works with external partner to perform policy validation and send checked policy(s) to client, including sending correction requests to carriers and setting activity(s) to follow up until completion.

• Assist with invoicing and coordinate between client and accounting to fully process; follow-up on receivables for assigned clients, ensuring timely collections.

• Ensure that account data supports the integrity of company accounting and tracking systems.

• Act with responsiveness, urgency, and professionalism in all client interactions.

• Other tasks as needed and assigned.

Education and Experience:

• Bachelor's degree in business administration or related field and/or years of experience equivalent.

• 0-2 years of previous Personal Insurance experience a plus.

• The ideal candidate will have a solid understanding of various Personal Insurance products, coverages, national insurance carriers and the ability to learn new operating and quoting platforms.

• Insurance Designations or desire to complete designations a plus.

• Position requires direct communication with clients; therefore, strong oral and written communication skills, with a commitment to impeccable customer service are required.

• Confident, articulate, and professional speaking abilities and experience required.

• Must have familiarity and good working knowledge of various Microsoft software applications, and the ability to learn new software systems.

• Demonstrated strong organizational and project management skills to meet deadlines. Has ability to juggle various projects at any given time.

• Ability to utilize all resources available to find answers for client inquiries and fully resolve any insurance related issues is required.

• Ability to work in a team environment that is constantly evolving.

• Ability to work Monday-Friday 8am - 5pm CST.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to sit; use hands to handle or feel and talk or hear. The employee is frequently required to reach with hands and arms. The employee is occasionally required to stand and walk. Specific vision abilities required by this job include close and distance vision.

Travel:

Minimal

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