Business Client Services Specialist

Responsibilities

• Aid account managers with servicing claims, billing inquiries, late payments, cancellations, non-renewals, refinancing, etc.
• Process requests for auto ID cards, evidence of insurance, certificates of liability, etc.
• Send updated auto ID cards to renewing clients.
• Process endorsements/change requests upon renewal and throughout policy year.
• Create applications/cancellation requests for new or existing policies.
• Assemble/mail renewal materials and policies to clients.
• Help develop and prepare marketing and renewal proposals for clients and prospects, including summaries of insurance.
• Assist account manager in renewal evaluations, including highlighting coverage and pricing differences year over year.
• Learn the quoting systems of the various insurance companies utilized to assist Account Managers in quoting, renewal assembly, billing, etc.
• Process incoming mail and email correspondence, attaching relevant documentation to client records in EPIC.
• Promptly answer and return phone calls.
• Process agency billed transactions and related client account activity.
• Seek ways to improve overall efficiencies and processes within the department.

Requirements

• College education or equivalent experience.
• Ability to multi-task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
• Demonstrated experience meeting deadlines and working with shifting priorities.
• Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately.
• Proficiency with Microsoft Office applications, including Excel, Word, Outlook, and PowerPoint, with the ability to create, analyze, and manipulate reports and spreadsheets.
• Ability to step beyond the basics of the technologies we use in order to find better ways to utilize them and train others to learn those practices.

Benefits

• 401(k), 401(k) match
• Flexible hours
• Health insurance
• Paid time off
• Bonuses
• Paid holidays
• Professional development
• Wellness program
• Company paid life insurance
• Company paid long-term disability insurance
• Paid parental leave
• Employee assistance program