Description:
- Receives and responds to routine Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions, referring complex inquiries to more senior staff
- Prepares written correspondence and makes telephone calls to underwriters as requested by senior staff
- Reviews and processes policies and endorsements for accuracy of coverage, policy, content, and form completion
- Evaluates proposal policies with criteria outlined in check list and notifies more senior staff of any missing items or area of concern
- Assists in the renewal process by requesting and gathering enrollment, volume, benefit summary reports
- Helps produces employee communications such as newsletter, bulletins, overhead presentations as requested by senior staff
- Assists with financial reporting for renewals by gathering and compiling Client details
- Executes any requested changes on policies
- Periodically assists in loss-run requests
- Extends expiring binders as requested by senior staff
- Responds to and fulfills the requirements generated by the Renewal Assistance Program report and then updates the report when a task is completed
- Assistants in the upkeep of carrier product information
- Enter data into data management system and audit for accuracy, completeness, and conformity to established procedures
- Maintains and keeps records of Clients
- Compiles preliminary numbers for promulgating experience modification, and orders worksheets
- Issues and processes Client invoicing
- Assist is the research of invoice and billing errors
- Acquires an understanding of insurance brokerage business and account servicing processes
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Qualifications:
- Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
- Up to three years of Client services experience is required
- Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
- Strong verbal and interpersonal communication skills required
- Understands industry trends and governmental regulations
- Ability to complete continuing education requirements as needed
- Ability to attend company, department, and team meetings as required, including industry training sessions
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
- Ability to efficiently organize work and manage time in order to meet deadlines
- Ability to travel by automobile and aircraft
- Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
- Ability to work on a computer for a prolonged amount of time
- Ability to work outside of normal business hours as needed
- Legally able to work in the United States
AI Proficiency Required: Intermediate: candidates should be able to:
- Effectively use generative AI tools for research, analysis, communication, and workflow optimization.
- Validate AI-generated outputs for accuracy and appropriateness.
- Apply sound judgment regarding data privacy, security, and regulatory requirements.
- Identify opportunities to improve team effectiveness through responsible use of AI.