Client Administrator

1 month ago


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

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

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 prepare policy delivery for clients.
  • Determine direct or agency billing and invoice accordingly based on payment plan.
  • Resolve payment and billing issues with the accounting department.
  • Verify policy accuracy and facilitate corrections between clients and carriers.
  • Perform timely follow-up and resolution related to cancellations and waivers of premium.
  • Handle payment collection issues with the Client Executive as needed.
  • Complete 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 start of employment.
  • High-level knowledge of computer and word processing programs, including Microsoft Office and agency management systems.
  • Ability to work independently and in coordination with team members.
  • Ability to set priorities and manage workflow to ensure efficient processing of transactions and 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 complex issues and respond in a professional manner.
  • Possesses analytical and problem-solving skills.
  • Detail-oriented and learns quickly.
  • Responds to client needs with a sense of urgency.

The Plexus Groupe is a premier insurance brokerage and risk management consulting company. We offer innovative insurance strategy and powerful professional resources to protect, preserve, and grow. We are an equal opportunity employer.


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