CASY-MSCCN Jobs

OhioMeansJobs|Cleveland-Cuyahoga County is sourcing Client Service Administrator - Commercial Lines for a Insurance broker in Downtown Cleveland.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

[JOB PURPOSE]{.underline}

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]{.underline}

• Provides direct administrative support as required for one to three 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]{.underline}

At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge is required.

Prior administrative support experience preferred.

[CERTIFICATES, LICENSES, REGISTRATIONS, PROFESSIONAL DESIGNATIONS]{.underline}

Property & Casualty License, Preferred

[PERSONAL CHARACTERISTICS]{.underline}

The specific personal traits required to accomplish the essential duties of this job successfully include:

• 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
• Ability to demonstrate a positive attitude and lead by example consistently
• Works well under pressure and meets established deadlines
• Good verbal and written communication skills
• Capable interpersonal skills with a collaborative approach

• Ability to manage time-sensitive projects

   

   

   

Who is Company?

Company 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.