Insurance Client Relations Coordinator

2 weeks ago

Scottsdale, Arizona, United States Alera Group, Inc. Full time

Position Overview:

As a Property & Casualty Client Services Associate, your main role is to act as the primary service support for a designated portfolio of clients, working closely with the assigned Commercial Lines Account Manager and other team members to ensure a high level of satisfaction for both clients and internal stakeholders. This collaborative approach is essential for achieving strong retention rates and fostering growth within the assigned portfolio.

This role requires sound judgment and the ability to resolve various customer service challenges effectively. Successful candidates will exhibit adaptability, meticulous attention to detail, initiative, and excellent communication skills, thriving in a team-oriented environment. Close collaboration with the Commercial Lines Account Manager and other agency personnel is vital to support, maintain, and expand the organization.

Key Responsibilities:

This job description does not encompass all duties that may be assigned to this employee. Additional tasks may be required as directed by supervisors.

  • Comply with all agency operational policies and procedures to ensure client satisfaction and deliver high-quality service tailored to unique client needs.
  • Establish and maintain accurate client data within the client relationship management system (CRM), including documentation and management of action items and communications in accordance with established procedures.
  • Provide service and support to clients, carriers, and other agency partners.
  • Adhere to all company and regulatory standards regarding the management and retention of both physical and electronic records.
  • Perform additional responsibilities and projects as assigned by company leadership and team members.
  • Uphold the highest standards of security and confidentiality concerning corporate and client-related information.
  • Stay updated on industry developments and product offerings.
  • Participate in training sessions and meetings organized by the agency and its partners.
  • Familiarize yourself with and comply with agency and industry errors and omissions guidelines.
  • Maintain organized and current electronic and/or paper files.
  • Efficiently manage incoming emails, calendars, and tasks using Outlook.
  • Handle incoming phone calls professionally.
  • Keep daily activities updated through the Client Management System.
  • Address requests received through various channels, including physical mail.

Specific Duties:

  • Provide direct support to the Commercial Lines Account Manager for existing and new business opportunities.
  • Verify new and renewal policies for accuracy in terms of rating, documentation, coverage, and signatures. Update the management system accordingly and ensure timely delivery to clients with the support of the Account Manager.
  • Process change requests and endorsements, including any associated invoices.
  • Conduct audits and manage any resulting invoices.
  • Manage daily carrier document notifications, retrieving documents from carrier websites and processing them as necessary. Establish workflow for document distribution among the team.
  • Issue certificates of insurance, evidence of coverage, and auto ID cards.
  • Review basic lease agreements and contracts for insurance terms, ensuring compliance with the existing insurance program, with assistance from the Account Manager. Identify recommendations for necessary changes.
  • Assist with claims by obtaining claim information, reporting, and following up with carriers and clients to ensure timely resolution, with support from the Account Manager.
  • Support the Account Manager in managing new and renewal commercial lines business as required.
  • Engage directly with clients as needed, via phone, electronic platforms, or in person, to address service requirements.
  • Request loss history reports and other claim data as necessary, preparing summaries as required.
  • Perform agency and direct billing activities related to policy transactions on client accounts.
  • Generate premium finance contracts as needed through finance company websites, assisting the Account Manager in execution.
  • Provide online carrier website and rating support for new, renewal, and changes as required.
  • Identify cross-selling and account rounding opportunities with existing clients as they arise during daily service interactions.
  • Assist the Account Manager with receivable collections as part of daily account management.
  • Support the Account Manager with check requests for client refunds and carrier premium payments as necessary.
  • Other duties as assigned.

Qualifications:

To be successful in this role, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below represent the knowledge, skills, and abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

  • Minimum of 2 years of experience in Commercial Property & Casualty Insurance.
  • Experience with Management Lines of business (D&O, EPLI, Professional, Cyber) is advantageous.
  • P&C License is required.
  • Continuing education in insurance is viewed favorably.
  • Proficient in Microsoft Office Suite, including Outlook, Word, and Excel.
  • Experience with Applied EPIC and other integrated platforms such as INDIO is preferred but not mandatory.
  • Ability to multitask, delegate, and manage workloads effectively to meet deadlines.
  • Demonstrated responsibility, organization, and self-motivation.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms; and talk or hear. The employee frequently is required to stand and walk. The employee may occasionally be required to sit and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include the ability to adjust focus.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.

This position is typically situated in a standard office environment with controlled temperature. The noise level in the work environment is usually moderate.

We are an equal opportunity employer. All applicants will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, or disability status.

If you're a California resident, please read the California Consumer Privacy Act prior to applying.

  • Insurance Client Relations Associate

    2 weeks ago

    Scottsdale, Arizona, United States Everette Insurance Group LLC Full time

    Position OverviewEverette Insurance Group LLC is seeking a dedicated Bilingual Insurance Customer Service Representative to enhance our client support team. This role is essential in delivering outstanding service to our diverse clientele in a dynamic office setting.Key Responsibilities:Client Support: Provide assistance to clients by addressing inquiries,...

  • Client Relations Coordinator

    2 weeks ago

    Scottsdale, Arizona, United States Structure for Success, LLC Full time

    About the Company:Structure for Success has partnered with a prominent vacation rental management firm seeking an experienced client relations coordinator.COMPANY OVERVIEW:Located in a vibrant area, this company specializes in the professional management of upscale vacation properties for discerning homeowners, ensuring guests find their ideal...

  • Client Relations Coordinator

    2 weeks ago

    Scottsdale, Arizona, United States Randstad Full time

    Position Overview:As a vital member of our team, the Client Relations Coordinator will be the primary contact for our valued clients. Location:Remote opportunities available.Job Summary:We are a leading firm in investment management, dedicated to delivering exceptional service and support to our clients. Our commitment to sustainable investments aligns with...

  • Client Relations Coordinator

    2 weeks ago

    Scottsdale, Arizona, United States Innovative Health LLC Full time

    Location: Scottsdale, AZ, USA Employment Type: Full Time Benefits: Medical, Dental, Vision, 401k with Company Match, Vacation/Sick Time, Company Paid Holidays The Client Relations Coordinator plays a pivotal role in liaising with our direct clients, distributors, and field personnel to ensure the prompt and precise entry of customer fulfillment requests into...

  • Client Relations Associate for Insurance

    2 weeks ago

    Scottsdale, Arizona, United States NAPAA Full time

    Job Overview The Personal Insurance Support Representative at NAPAA is tasked with fostering strong client relationships by addressing inquiries and concerns related to personal lines insurance with efficiency and professionalism. This role involves daily interactions with clients, insurance providers, and team members while executing specific service and...

  • Insurance Client Relations Representative

    1 week ago

    Scottsdale, Arizona, United States Staff My Agency Full time

    Position Overview:As a Licensed Insurance Customer Service professional, you will play a crucial role in delivering outstanding service to our clients at Staff My Agency. Your primary responsibility will be to address inquiries and resolve concerns regarding our diverse range of insurance products and services. This position requires effective communication...

  • Insurance Marketing Coordinator

    2 weeks ago

    Scottsdale, Arizona, United States Mark J Quinzi Ins Farmers Insurance Full time

    Job OverviewInsurance Marketing Coordinator SummaryThe Insurance Marketing Coordinator plays a crucial role in promoting personal lines insurance products, including auto, homeowner, renter, and specialty insurance. The ideal candidate will possess strong communication abilities, fundamental computer skills, and thrive in a collaborative office setting.Key...

  • Client Relations Coordinator

    2 weeks ago

    Scottsdale, Arizona, United States Annexus Full time

    Reception Operations SpecialistLocation: Scottsdale, ArizonaRole OverviewThe Reception Operations Specialist serves as the initial point of contact for all visitors and staff, ensuring a welcoming atmosphere and a seamless experience while engaging with our organization.Key ResponsibilitiesManage the reception area and handle incoming calls, directing them...

  • Client Relations Coordinator

    2 weeks ago

    Scottsdale, Arizona, United States Innovative Health LLC Full time

    Location: Scottsdale, AZ, USA Employment Type: Full Time Benefits: Medical, Dental, Vision, 401k with Company Match, Vacation/Sick Time, Company Paid Holidays The Customer Relations Specialist plays a crucial role in engaging with our valued customers, distributors, and field personnel to ensure the prompt and precise entry of customer fulfillment requests...

  • Client Relations Specialist

    1 week ago

    Scottsdale, Arizona, United States Denis Zdrale Agency Full time

    Job OverviewThe Customer Service Representative is dedicated to delivering exceptional service to both potential and current clients. This role involves recognizing opportunities for cross-selling and collaborating with sales experts for follow-up actions. Additionally, the representative aids the agency owner in achieving service objectives.Key...

  • Senior Client Relations Coordinator

    2 weeks ago

    Scottsdale, Arizona, United States Ccmcnet Full time

    CCMC is seeking a full-time Senior Customer Support Representative.This role involves managing inbound customer inquiries through our dedicated service hotline. The position also encompasses reception duties, support for accounts receivable, and assistance to the collections team.The Senior Customer Support Representative will play a crucial role in...

  • Client Relations Specialist

    1 week ago

    Scottsdale, Arizona, United States Denis Zdrale Agency Full time

    Job OverviewThe Customer Service Representative plays a crucial role in delivering outstanding customer experiences for both potential and current clients. This position is essential in identifying cross-selling opportunities and collaborating with sales professionals to ensure effective follow-up. Additionally, the representative supports the agency owner...

  • Client Relations Specialist

    1 week ago

    Scottsdale, Arizona, United States RTA US Full time

    Job OverviewRTA US, a prominent national insurance provider, is seeking a Client Relations Specialist to enhance our service delivery. This role presents an excellent opportunity for career advancement within a well-respected organization in the insurance sector.Position Type: Full-Time; Hybrid (3 days in-office, 2 days remote)Compensation: $50,000 annually,...

  • Client Relations Specialist

    1 week ago

    Scottsdale, Arizona, United States Brock Quinn - State Farm Agent Full time

    Job OverviewROLE SUMMARY:As a Client Relations Specialist for Brock Quinn - State Farm Agent, you play a crucial role in our daily operations and contribute to the success of our clients. Your focus will be on nurturing client relationships and serving as a bridge between customer needs and our agency's services. You enhance the lives of our clients by...

  • Client Relations Sales Manager

    2 weeks ago

    Scottsdale, Arizona, United States Healthwise Ventures LLC Full time

    Client Relations Sales Manager at Healthwise Ventures LLCKey Responsibilities:Oversee digital communication channelsAdvise clients on service offeringsSupport event coordination effortsManage appointment scheduling and client communicationsDeliver outstanding customer supportEffectively juggle multiple tasksMaintain comprehensive client documentationExhibit...

  • Client Relations Associate Training Program

    1 week ago

    Scottsdale, Arizona, United States PURE Insurance Full time

    Seeking Stability in Your Career?Are you looking for a role that offers both stability and growth? Discover how our Associate opportunities can ignite your career potential.Position Overview:Type: Full-Time; Hybrid (3 days in-office, 2 days remote)Compensation: $50,000 annually, with additional overtime and bonus potential.About Us:PURE Insurance operates as...

  • Client Relations Specialist

    2 weeks ago

    Scottsdale, Arizona, United States Arizona Tile, LLC. Full time

    Job OverviewArizona Tile, a leading importer of natural stone and ceramic tile, renowned for its exceptional products and customer service, is seeking a dedicated Client Relations Specialist. With a legacy of 45 years in the industry, we pride ourselves on our commitment to quality and client satisfaction.In this role, you will engage with retail customers...

  • Client Relations Internship

    1 week ago

    Scottsdale, Arizona, United States MARKITORS Full time

    Join Our Team as a Client Relations Intern.At Markitors, we are excited to welcome a Client Relations Intern to our dynamic team. This internship offers a unique opportunity to immerse yourself in the realms of analytics, reporting, client interaction, and search engine optimization (SEO) practices. As an ideal candidate, you will collaborate closely with...

  • Client Relations Specialist

    2 weeks ago

    Scottsdale, Arizona, United States GunBroker Full time

    Job OverviewAre you dedicated to fostering outstanding client interactions? GunBroker is seeking an individual like you to become a vital member of our energetic Client Relations team. In this role, you will immerse yourself in understanding client needs, communicate effectively to resolve their concerns, and discover avenues to enhance the overall client...

  • Client Relations Specialist

    2 weeks ago

    Scottsdale, Arizona, United States Randstad Full time

    Job OverviewPosition: Client Relations Specialist - Focus on Retirement and Investment ServicesCompensation: $23.00 per hourWork Schedule: Monday to Friday, with hybrid work optionsCompany Overview: Randstad is a leading workforce solutions provider, dedicated to connecting talented individuals with exceptional companies. We pride ourselves on our...