P&C - Client Service Assistant - Little Rock

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. WHAT YOU’LL DO (Essential Job Tasks) As a Client Service Assistant, you will: New & Renewal Accounts Input Prospects, Clients, and any Acord applications into Agency Management SystemSet up client reporting forms, paperwork, timetables, and follow-up processesIssue new and renewal client packets, including certificates of insurance and automobile I.D. cardsAssist with marketing efforts for new and renewing business including preparing renewal proposalsCreate and send workers compensation claim kits to clients following their policy startProvide quotes through carrier online rating portals upon request Accounting Enter transactions for additional and return premiums and follow up for payment or refundHelp ensure proper collection of funds, forms, and documentation to maintain client accountsObtain 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 themCheck all policies against client requests and communicate any discrepancies Pre-Renewal Gather and organize documentation required for renewal or marketing processesHelp prepare annual review summaries and overviews of expiring insurance programsAccess and document loss/claim information for clients and prospectsUtilize Loss Runs to create Loss Summary for the team and insured partiesReview 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 yearReceive, document and file all claims by insured, liaising with appropriate parties as necessaryManage cancellation requests to carrier, ensuring accurate and timely resolutionProcess Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviewsProvide clerical support for team as needed Development Collaborate with Training & Development team to assist in teaching and job shadows for newer team membersObtain Property & Casualty Insurance Agent’s License within first 3 months of employment WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities) Proficiency in data management and administrative tasksStrong organizational skills and keen attention to detailAbility to work collaboratively in a team environmentTime management and workflow prioritizationEffective oral and written communicationEagerness to learn and be engaged WORKING AT SSP Learn more about what we do: https://sspins.com/ We are Selfless, Stewards of our Partnerships. We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ And we’re here to support you! Perks/Benefits Flexible PTOHealth Insurance (Medical/Dental/Vision)Safe Harbor 401K (We contribute 3% regardless of whether you do!)Dress For Your DayFlexible Work ScheduleClear Growth PathIn-House Continuing EducationTeam Outings & EventsCommunity Outreach We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.