Client Services Associate
1 day ago
About Curi
Curi is a leading advisory firm that serves physicians and medical practices. As a trusted partner, we deliver valued advice that is grounded in client priorities and elevated by their outcomes.
Our Mission
We strive to be fierce physician advocates, smart business leaders, and thoughtful partners. Our advisory, capital, and insurance offerings are designed to deliver performance that is time-tested and trusted in medicine, business, and life.
The Role
We are seeking a customer-focused professional to join our Client Services Department as a Client Services Associate. In this role, you will support the execution of Curi's client experience and retention strategies. You will serve as a direct liaison between the company and physicians and practice administrators, working closely with key functional areas to ensure a high level of insured satisfaction and maximize policy retention and profitability.
Key Responsibilities
- Act as the primary company contact for assigned policies, ensuring a readily accessible and responsive representative for client needs.
- Manage and retain MPL policies within assigned books, ensuring a high level of client satisfaction.
- Prepare and present renewal policy presentations to direct clients, educating them on policy enhancements, coverage changes, pricing modifications, and more.
- Support the Underwriting department in identifying and making needed or desired MPL policy changes, as well as supporting the Finance department with common client inquiries.
- Manage the issuance and renewal of cyber-liability and/or broad regulatory policies to clients within the CSA's assigned book.
- Ensure comprehensive and current information/documentation is maintained in relevant systems and platforms.
- Provide ongoing training and education to direct insureds on Curi member benefits, online client portal, new company initiatives, and overall mission.
- Create and maintain consultative relationships with assigned insureds to promote the value proposition for Curi's enterprise-wide platforms, offerings, and services.
- Makes consistent business decisions, supports company underwriting guidelines and pricing philosophies, and maintains collegial relationships with members of other Curi departments and divisions.
- Stays alert for and advises company of any industry information, market intelligence, competitor products/services/strategic initiatives that could positively or adversely affect Curi.
Requirements
- High School Diploma or equivalent plus three years of professional customer service experience in the insurance, banking, financial services, etc. industry; OR
- Bachelor's degree plus one year of professional customer service experience in the insurance, banking, financial services, etc. industry
- Property & Casualty Agent license required or obtained within six months of employment.
- Previous underwriting or account management experience within the MPL industry and/or in medical practice administration preferred.
- Willingness to work mountain time zone work hours.
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