Client Relations Specialist, Commercial Lines
2 weeks ago
About Us:
Wallace Welch & Willingham is recognized as one of the premier workplaces in the region, consistently receiving accolades for our positive work environment and commitment to excellence.
With a dedicated team of over 150 professionals, we are a growing organization that has achieved significant milestones, including over $225 million in premiums for Property & Casualty and Employee Benefits.
Our commitment to delivering exceptional service and maintaining strong relationships with our clients and community is unwavering. We uphold our core values of Accountability, Integrity, Success, and Passion, and we seek individuals who share these values.Position Overview:
This role offers a dynamic and engaging work environment where you can demonstrate your positive demeanor, multitasking abilities, and prioritization skills. While collaboration is key, you will also have the opportunity to work independently.
Key Responsibilities:
- Collaborate effectively with colleagues, fostering a workplace that values dignity and respect, in accordance with equal employment opportunity standards.
- Manage incoming correspondence in your electronic inbox.
- Assist in the issuance of binders, extensions, certificates, auto identification cards, and other proofs of coverage.
- Process endorsement requests and follow up with carriers as necessary.
- Enter transactions into the billing system to generate invoices.
- Handle confirmed cancellations and audits, as well as reinstatements.
- Update Acord applications in the system as directed.
- Support policy rating and process changes on carrier websites.
- Review carrier communication logs and take appropriate action.
- Verify policies for accuracy in rating and documentation, ensuring they are issued as requested and align with applications and proposals.
- Prepare policy documentation for large clients.
- Actively seek referral opportunities to other departments.
- Maintain organized electronic and/or paper files.
- Monitor and fulfill personal continuing education requirements to ensure compliance with licensing standards, attending classes as needed.
- Familiarize yourself with and adhere to Agency guidelines, policies, and procedures. This list is not exhaustive; additional duties may be assigned based on organizational needs.
Qualifications:
To excel in this role, candidates must meet the following requirements:
- Possession of a Florida 4-40 or 2-20 License is required.
- High school diploma or equivalent (GED); or 2 to 3 years of relevant experience and/or training; or a combination of education and experience.
- Experience working with multiple insurance carriers is preferred.
- Familiarity with the Applied "EPIC" Agency Management System is advantageous.
- Proficiency in Microsoft Word and Excel is essential.
Physical Requirements:
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. The role requires the ability to sit, use hands and fingers, read, speak, and hear. Frequent standing, walking, and reaching with hands and arms are necessary. The ability to lift and/or move up to 25 pounds is required. Specific vision abilities include close vision, distance vision, and the ability to adjust focus.
Work Environment:
This position operates within a professional office setting, with an overall noise level ranging from low to moderate.
Reports To:
Commercial Department Manager
Position Type:
Non-Exempt
Additional Information:
The selected candidate will be required to undergo a background investigation, including a drug screening. Wallace Welch & Willingham does not sponsor individuals for employment-based visas for this position.
Benefits:
We offer a competitive compensation package, comprehensive benefits including medical, dental, vision, life & disability insurance, paid time off, paid holidays, a 401(k) plan with employer match, and opportunities for paid continuing education. Our culture emphasizes respect for every individual.
Proud to be an Equal Opportunity Employer.
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