Client Administrator

7 days ago


Barrington, Illinois, United States The Plexus Groupe Full time
Job Summary

The Plexus Groupe is seeking a highly skilled Client Administrator - Property & Casualty to join our team in Deer Park, IL. As a key member of our client services team, you will provide technical and administrative insurance support to clients and prospects.

Key Responsibilities
  • Prepare insurance summaries, proposals, and loss summaries with attention to detail and uniformity.
  • Respond to internal and external inquiries, including faxes, emails, and phone calls.
  • Process certificates of insurance, generate auto ID cards, and assemble policy delivery for clients.
  • Determine direct or agency billing and invoice accordingly based on payment plan.
  • Request quotes from finance companies, send and follow-up with insured to bill accordingly if plan is accepted.
  • Resolve payment and billing issues with the accounting department.
  • Check policies and endorsements for accuracy in a timely fashion to meet internal service standards.
  • Review audits of policies and verify with clients for accuracy, facilitate corrections as needed between clients and carriers.
  • Perform timely follow-up and resolution related to cancellations and waivers of premium.
  • Handle payment collection issues with the help of Client Executives when needed.
  • Complete all suspense items accurately and timely.
  • Obtain and provide clients with workers' compensation notices.
  • Assist with phone rotation for the Receptionist.
Requirements
  • BA/BS Degree or equivalent experience.
  • 1 year small commercial lines insurance experience preferred.
  • Illinois Property and Casualty Agents license required after the start of employment.
  • High-level knowledge of computer and word processing programs, such as Microsoft Office Programs (Word, Excel, Outlook), and agency management systems.
  • Ability to work independently and in coordination with other team members.
  • Ability to set priorities and manage workflow to ensure efficient, timely, and accurate processing of transactions and other responsibilities.
  • Working knowledge of P&C insurance products and usage preferred.
  • Expected to maximize efficiencies using good organizational skills to prioritize and complete tasks in requested timeframes.
  • Ability to communicate orally and in writing to explain complex issues, receive and interpret complex information, and respond in an appropriate, professional manner.
  • Possesses analytical/problem-solving skills.
  • Detail-oriented and learns quickly.
  • Respond to client needs with a sense of urgency.


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