Client Service Administrator - Small Business jobs in United States
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World Insurance Associates LLC · 1 day ago

Client Service Administrator - Small Business

World Insurance Associates is a rapidly growing financial services organization specializing in insurance and benefits programs. The Client Service Administrator role involves responding to client requests, processing endorsements, and coordinating necessary insurance documentation and claims escalation.

AdviceCommercial InsuranceEmployee BenefitsFinancial ServicesHealth InsuranceHuman ResourcesInsuranceLife Insurance

Responsibilities

Respond to client requests for changes
Process endorsement with carriers or escalate for quotation of new lines of business or complex changes
Follow-up for and deliver endorsements to clients upon receipt
Respond to client requests for cancellation and escalate internally
Coordinates the delivery of Proofs of Insurance
Responds to client billing / payment questions
Coordination of claim escalation

Qualification

Commercial Property & CasualtyProperty & Casualty insurance licenseExcel proficiencyAgency management systems (EPIC)Customer service skillsInterpersonal communicationProblem-solving skillsTeam player

Required

3+ years' experience in Commercial Property & Casualty with a comprehensive understanding of insurance coverages
Must hold state Property & Casualty insurance license
Functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within templates. Must be skilled in Excel, Word, and other MS Office products
Able to understand new technology platforms quickly
Proficient in agency management systems (EPIC) and carrier sites
Hands on personal approach to customer service. Maintains effective relationships with clients, co-workers, and colleagues
Maintains effective relationships with clients, co-workers, and colleagues. Viewed as a team player and is cooperative and collaborative
Has an understanding of guaranteed cost program design and coverage forms. Able to provide consultation of coverage needs
Strong written, oral, and interpersonal communication skills. Sets to achieve day-to-day objectives within the context of specified solutions. Develops and implements work plans for completing projects
Able to solve routine problems

Preferred

College degree is preferred

Company

World Insurance Associates LLC

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World is a leading financial services organization that uses its vast resources and industry expertise to empower people to make informed decisions to improve their risk management and financial outcomes.

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Goldman Sachs Asset Management
2023-08-21Private Equity
2023-08-21Debt Financing
2020-03-02Acquired

Leadership Team

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Chris Badger
Principal, Gulf States Division Leader
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John Cicchelli
Head of Employee Benefits: North America
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Company data provided by crunchbase