Client Administrator
1 month ago
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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