Commercial Lines Client Service Specialist
13 hours ago
We are seeking a highly skilled and detail-oriented Commercial Lines Client Service Specialist to join our team at Maury, Donnelly, & Parr, Inc. The successful candidate will provide exceptional support to Client Managers in managing all assigned accounts, ensuring timely and accurate processing of certificates of insurance, binders, and other policy-related documents.
Key Responsibilities
- Process certificates of insurance, binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claims data.
- Responsible for initial input of account, contact, and policy details into EPIC.
- Follow up with carriers on status and receipt of all policies, endorsements, and cancellations.
- Coordinate resolution of pending issues.
- Perform online carrier ratings.
- Secure loss runs, experience modification worksheets, and MVRs, FR-19's; orders and follows up on loss runs when requested.
- Prepare proposals, analysis, and summaries as needed.
- Manage billing inquiries and cancellation notices; provide billing support to Client Manager as needed.
Requirements
- Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one year related experience and/or training, or equivalent combination of education and experience.
- Hold State Property and Casualty Insurance license, or progress towards licensure.
- Computer skills required: Microsoft Office Suite, EPIC Online Database software.
Competencies
- Customer Service - Manages challenging customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
- Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
- Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Physical Demands and Work Environment
Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.
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