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Franklin Street · 3 weeks ago

Client Support Associate, Commercial Lines

Greater Tampa Bay Area

Full-time

Onsite

Entry Level

1+ years exp

Franklin Street is a family of full-service real estate companies focused on delivering value-added solutions. They are seeking a Client Support Associate to assist Account Managers in supporting insurance agents and providing exceptional customer service to clients.

Financial ServicesReal Estate

Responsibilities

Assists Insurance Agents with client paperwork and processing including but not limited to:

Updates databases and spreadsheets for the insurance team

Keeps coverage information, endorsements, and correspondence updated in management system (AMS360) and proprietary database on an ongoing basis

Scans and uploads documents daily

Performs routine insurance processing functions

Entering policies into our insurance database system (AMS 360)

Processing endorsements in AMS

Obtain loss runs for renewals

Creating Acord Applications

Completing Supplemental Applications

Creating Certificates of Insurance and Evidence of Insurance

Understanding lender compliance

Summaries of Insurance

Creating client invoices

Checking policies

Responds to various inquiries from clients. Gathers signed documents, delivers signed documents to underwriters, and obtains any additional information to finalize bind requests from agents (ex: loss runs)

Assists agents/brokers as needed by producing general correspondence, client binders, memos, charts, tables, graphs, business, and premium allocations, etc

Assists agents/brokers with day-to-day tasks and special projects

Performs other duties as assigned

Assists Practice Leaders with marketing process to include but not limited to the following: pre-renewal presentations, loss summaries, SOV analysis, allocations, and submissions

Qualification

Commercial insurance licenseAMS 360 proficiencyBachelor’s degree in risk managementMS Office proficiencyBilingual (Spanish)Analytical abilityCustomer service focusCommunication skills

Required

1-3 years of experience supporting a commercial insurance business

At least 1 year of experience working in a professional business services office in an administrative or support role

An active 4-40 or 2-20 commercial insurance license or the ability and desire to obtain an active license soon after hire (within approximately 90 days or less)

Strong written and verbal communication skills (professional level English)

Ability to represent the company professionally both in person and over the phone with a pleasant demeanor and customer service focus

Analytical ability to gather and summarize data for reports, find solutions to various problems, and prioritize work

Advanced proficiency in MS Office suite including Excel, Word, Outlook, and related software required

Ability to learn and become proficient in additional applicable software