Commercial Lines Client Service Representative
3 days ago
The Client Administrator plays a crucial role in servicing and retaining Commercial Accounts. This position assists the client service team in ensuring client retention goals are met by responding promptly to requests within service standard timelines.
Duties- Responsible for account servicing needs during the policy year, including binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
- Assist Client Managers with insurance reviews: compare insurance requirements to existing coverages, obtain quotes for needed coverages, and assist with renewal and new business processes.
- Responsible for integrity of policy data on Agency Management Systems, comply with corporate workflow procedures and guidelines, and provide outstanding customer service and teamwork.
- Bachelor's Degree (Preferred)
- 3+ Year Client Administration Experience (Preferred)
- Current California Insurance License (Preferred)
- Proficiency in PC Applications (MS Office and EPIC)
Interested in learning more about this opportunity? We encourage you to explore further and discover the possibilities.
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