Client Service Representative

3 weeks ago

Glen Allen, Virginia, United States TIH Insurance Full time

Job Summary:

We are seeking a highly skilled Client Service Representative to join our team at TIH Insurance. As a Client Service Representative, you will be responsible for building and maintaining professional relationships with clients, vendors, and teammates by providing exceptional internal and external service support.

Key Responsibilities:

  • Process new and renewal business within established timelines and quality standards.
  • Obtain necessary information to prepare and issue bid bonds, final bonds, good guy letters, letters of intent, consents, execution reports, and countersignatures on new and existing business.
  • Proof bond forms, process riders, complete reporting forms, and initiate needed corrections to ensure accuracy and completion of rating, dates, coverage, and signatures.
  • Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
  • Provide clients with timely information, including plan information, rates, contributions, and carrier contacts.
  • Set up policy notebooks for delivery to clients; assemble proposals and other presentations for client and prospect meetings.
  • Address and resolve client questions and issues.
  • Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrate creativity in presentation style.
  • Support service and production teams in reaching overall agency revenue and retention goals.
  • Maintain daily client processing functions, such as endorsements, policies, audits, pending cancellations, and ID cards.
  • Document member and client communications in the client management services tool, according to department standards.
  • Prepare presentations, spreadsheets, direct bill, accounting discrepancies, and other communications based on the needs of the internal team and clients.
  • Assist clients with claims resolution.
  • Participate in company-sponsored seminars, training workshops, and webinars to enhance industry knowledge and education.

Requirements:

  • Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business.
  • High school diploma or equivalent.
  • Demonstrated proficiency in computer applications, such as Microsoft Office Suite.
  • Demonstrate strong organizational and project skills.
  • Strong communication and interpersonal skills (written and verbal).
  • Act with responsiveness, urgency, and professionalism in all matters.
  • Prioritize work to achieve timely completion of the most critical and sensitive activities.
  • Respond quickly to client requests and work to provide appropriate information.
  • Accept accountability for the quality of work.
  • Commercial insurance license or ability to obtain one within 3 months of hire.

Preferred Qualifications:

  • Surety industry-specific experience, including knowledge of bid and final bond forms, contract language, and the principles of suretyship gained through job and experience and training.
  • LOB designations.
  • College or advanced degree.
  • MS Office knowledge and experience (MS Word, Excel, PowerPoint, and Outlook).

Benefits:

TIH Insurance offers a comprehensive benefits package, including medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401(k) plan. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.

TIH supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

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