Commercial Lines Client Service Representative
4 days ago
We are seeking a highly skilled Commercial Lines Client Administrator to join our team. As a key member of our client service team, you will play a critical role in servicing and retaining commercial accounts.
Key Responsibilities- Assist client managers with insurance reviews, comparing insurance requirements to existing coverages and obtaining quotes for necessary coverages.
- Order loss runs from insurance carriers, prepare and update renewal surveys and proposals, and send applications to clients.
- Process binders, auto ID cards, invoices, finance agreements, and other policy-related tasks.
- Ensure the integrity of policy data on our agency management systems and comply with corporate workflow procedures.
- Provide exceptional customer service and teamwork, seeking opportunities to improve processes and procedures.
- Bachelor's degree (preferred)
- 3+ years of client administration experience (preferred)
- Current California insurance license (preferred)
- Proficiency in PC applications, including MS Office and EPIC
We are a stable, growing company with over 30 years of experience in the insurance industry. We are licensed to operate nationwide and represent our clients with the best coverage options available.
We are committed to providing our clients with exceptional service and support. If you are a motivated and detail-oriented individual with a passion for client service, we encourage you to apply for this exciting opportunity.
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Commercial Lines Client Service Specialist
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San Diego, California, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Commercial Lines Client Admin to join our team at Jobot. As a key member of our client service team, you will play a critical role in servicing and retaining commercial accounts.Key ResponsibilitiesAssist Client Managers with insurance reviews, including comparing insurance requirements to existing coverages and...
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Commercial Lines Client Service Specialist
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San Diego, California, United States Jobot Full timeJob OverviewWe are seeking a highly skilled Commercial Lines Client Admin to join our team at Jobot. As a key member of our client service team, you will play a critical role in servicing and retaining our commercial accounts.Key ResponsibilitiesAssist client managers with insurance reviews, comparing insurance requirements to existing coverages and...
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Commercial Lines Client Service Specialist
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San Diego, California, United States Jobot Full timeJob SummaryWe are seeking a highly skilled Commercial Lines Client Administrator to join our team. As a key member of our client service team, you will play a critical role in servicing and retaining our commercial accounts.Key ResponsibilitiesAssist client managers with insurance reviews, comparing insurance requirements to existing coverages and obtaining...
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San Diego, California, United States Jobot Full timeJob DetailsThe 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.DutiesResponsible for account servicing needs during the policy year, including binders,...
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