World Insurance Associates · 4 days ago
Client Service Administrator - Small Business
Columbus, OH
Full-time
Onsite
Entry Level
3+ years expWorld Insurance Associates is a unique financial services organization that empowers people to make informed decisions for improved risk management outcomes. The Client Service Administrator will respond to client requests, process endorsements, and coordinate delivery of Proofs of Insurance while maintaining effective client relationships.
Customer ServiceFinanceFinancial ServicesInsurance
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
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
World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase