P&C - Client Service Assistant

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

About the Role

As a Client Service Assistant, you will:

• New & Renewal Accounts:
  • Input Prospects, Clients, and any Acord applications into Agency Management System
  • Set up client reporting forms, paperwork, timetables, and follow-up processes
  • Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards
  • Affiliate with marketing efforts for new and renewing business including preparing renewal proposals
  • Create and send workers compensation claim kits to clients following their policy start
  • Provide quotes through carrier online rating portals upon request
• Accounting:
  • Enter transactions for additional and return premiums and follow up for payment or refund
  • Ensure proper collection of funds, forms, and documentation to maintain client accounts
  • Obtain documents and forms for surplus lines filing on behalf of the insured
  • Post-Inception:
    • Report any inconsistencies and errors to account servicer and follow up to correct them
    • Check all policies against client requests and communicate any discrepancies
  • Pre-Renewal:
    • Gather and organize documentation required for renewal or marketing processes
    • Help prepare annual review summaries and overviews of expiring insurance programs
    • Access and document loss/claim information for clients and prospects
    • Utilize Loss Runs to create Loss Summary for the team and insured parties
    • Review experience mod information for accuracy using ModMaster and provide options and projections as needed
  • Throughout Term:
    • Process client change requests and needs throughout the policy year
    • Receive, document and file all claims by insured, liaising with appropriate parties as necessary
    • Manage cancellation requests to carrier, ensuring accurate and timely resolution
    • Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews
    • Provide clerical support for team as needed
  • Development:
    • Collaborate with Training & Development team to assist in teaching and job shadows for newer team members
    • Obtain Property & Casual Insurance Agent’s License within first 3 months of employment

Requirements

What you bring to the table (knowledge, skills and abilities):

• Proficiency in data management and administrative tasks
• Strong organizational skills and keen attention to detail
• Ability to work collaboratively in a team environment
• Time management and workflow prioritization
• Effective oral and written communication
• Eagerness to learn and be engaged

Qualifications

Qualifications:

• High school diploma or equivalent
• Experience in customer service or administrative roles preferred
• Basic understanding of insurance products and coverages
• Proficiency in Microsoft Office Suite

Skills

Skills:

• Data management and administrative tasks
• Organizational skills and attention to detail
• Collaborative teamwork
• Time management and workflow prioritization
• Effective communication
• Learning eagerness

Benefits

Perks and benefits:

• Flexible PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Dress For Your Day
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach

Pay

Pay details are not specified in the job posting.

Schedule

Schedule details are not specified in the job posting.