Client Administrator - Property & Casualty

Job Responsibilities

• Prepare insurance summaries, proposals, loss summaries, property/vehicle and other schedules as required with strict attention to detail and uniformity.
• Respond to internal and external inquires which includes faxes, emails, and phone calls.
• Process certificates of insurance, generate auto ID cards, assemble and prepare policy delivery for clients.
• Determine if direct or agency billing is appropriate, and invoice accordingly based on payment plan.
• Request quotes from finance company, send and follow-up with insured to bill accordingly if plan is accepted.
• Resolve payment and billing issues with accounting department.
• Checks policies and endorsements for accuracy in a timely fashion to meet internal service standards.
• Reviews audits of policies and verify with client for accuracy, facilitates corrections as needed between client and carrier.
• Performs timely follow-up and resolution related to cancellations and waivers of premium.
• Handles any payment collection issues with help of Client Executive where needed.
• Completes all suspense items accurately and timely.
• Obtain and provide clients with workers compensation notices.
• Assistance with phone rotation for Receptionist.
• Any other duties as requested by management.

Required Experience

• BA/BS Degree or equivalent experience.
• 1-year small commercial lines insurance experience preferred.
• Illinois Property and Casualty Agents license required after the start of employment.
• High level knowledge of computer and word processing programs such as Microsoft Office Programs (Word, Excel, Outlook), and agency management systems.
• Provides accurate and timely responses to clients, potential clients, and carriers.
• Ability to work independently, as well as in coordination with other members of team.
• Ability to set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
• Working knowledge of P&C insurance products and usage preferred.
• Possesses analytical / problem-solving skills.
• Detail-oriented and learns quickly.
• Respond to client needs with a sense of urgency.