Senior Client Service Administrator
About the role
Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.
Essential Duties And Responsibilities
- Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
- Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
- Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems.
- Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up.
- Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed.
- Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows up to obtain receipt.
- Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines.
- Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage.
- Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations.
Industry Knowledge
At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge is required. Prior Administrative Support Experience Preferred.
Personal Characteristics
- Energetic with a desire to learn new skills
- Strong organizational skills with ability to transition quickly from one job to another
- Ability to problem solve, think logically and work independently
- Demonstrates a positive attitude and leads by example consistently
- Works well under pressure and meets established deadlines
- Good verbal and written communication skills
- Capable interpersonal skills with a collaborative approach
- Manages time-sensitive projects
Who is Oswald?
Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. So, essentially, you own your own success in a personally and financially rewarding opportunity. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason Oswald has been named a Top Workplace for nine consecutive years.
What You’ll Get...
- Opportunity to build a long-term career with unlimited growth potential
- Caring work environment
- Work-life balance
- World-class Total Rewards package including competitive pay, comprehensive medical, dental and vision plans, and numerous supplemental benefit offerings
- Paid time off annually and a sabbatical at every 10-year service anniversary
- Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
- Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
- Access to specialized leadership development programming designed to take your career to the next level