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Sterling Seacrest Pritchard · 4 months ago

Client Service Assistant - Birmingham

Birmingham, AL

Contract

Hybrid

New Grad, Entry Level

Sterling Seacrest Pritchard is seeking a Client Service Assistant, an entry-level role in the insurance industry. The role involves supporting Client Service Associates and Executives by performing various service and marketing tasks while maintaining knowledge of insurance products.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

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

Assist 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

Enter transactions for additional and return premiums and follow up for payment or refund

Help 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

Report any inconsistencies and errors to account servicer and follow up to correct them

Check all policies against client requests and communicate any discrepancies

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

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

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

Qualification

Agency Management SystemProperty & Casual Insurance LicenseData managementOrganizational skillsEagerness to learnTeam collaborationTime managementEffective communication