Client Service Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Support endorsement workflows, which include submissions to carriers, follow-up actions, invoicing, and client delivery.

• Aid in policy assessments to ensure coverage precision and timely distribution.

• Keep precise client records within agency management systems.

• Conduct policy audits and collaborate with Account Managers to address discrepancies.

• Generate and monitor Certificates of Insurance while maintaining logs for certificate-holders and expiration dates.

• Extract and evaluate loss runs to assist with claim reporting and follow-ups.

• Oversee open subjectivities and inspection workflows, including the procurement of LPRs, BORs, and applications through DocuSign.

• Support accounts receivable tracking, premium finance agreements, payment plans, cancellations, and reinstatement processes.

• Address daily client inquiries and help foster positive client relationships.

• Collaborate with Account Managers, Account Executives, Marketing, and Producers to enhance service delivery and uphold service timelines.

⛳️ Requirements

• A minimum of 2 years' experience in commercial lines or property and casualty servicing is preferred.

• An active Property and Casualty license is preferred.

• The company will assist the selected candidate in obtaining a P&C license.

• Proficiency in Microsoft Excel, Word, PowerPoint, and Outlook is required.

• Experience with Applied Epic is preferred; familiarity with a comparable Account Management System is acceptable.

• Capability to lift up to 25 pounds.

• Frequent visual engagement to read documents and computer displays.

• Regular use of hearing and speech for communication via telephone and in-person interactions.

• Repetitive hand movements, including keyboarding, writing, and using a 10-key pad.

• Ability to walk, bend, sit, reach, and stretch in all directions.

• Strong problem analysis and solving skills.

• Keen attention to detail.

• Excellent verbal and written communication skills.

• Capacity to execute tasks efficiently and prioritize effectively.

• Team collaboration skills.

• Client-centric mindset.

• Reliability and punctuality.

• Creative thinking abilities.

• Strong organizational capabilities.

• Flexibility in a dynamic work environment.

🏝️ Benefits

• The company will assist the selected candidate in obtaining a P&C license.