World Insurance Associates · 1 week ago
Client Service Representative - Small Business
Columbus, OH
Full-time
Onsite
Mid Level
3+ years expWorld Insurance Associates is a rapidly growing financial services organization specializing in various insurance solutions. The Client Service Representative will be responsible for managing client accounts, processing renewals, and providing support through effective communication and coordination of services.
Customer ServiceFinanceFinancial ServicesInsurance
Responsibilities
Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process
Coordination of loss runs & experience modifications as applicable
Draft carrier submissions
Support obtaining client online portal quotes
Draft client proposals
Leverage templates and system generated letters and forms to produce standard communications to clients and carriers, including BOR, client pre-renewal letters, proposal letters, etc
Attach, organize, and name documents in EPIC
Create activities in EPIC and assign to applicable team member
Ensure renewals are processed accurately and key data elements are managed appropriately
Delivers audits to clients upon receipt
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
Able to develop short- and long-term strategies that have high impact on client/prospects and the business. Anticipates obstacles and identifies ways to overcome them
Provides resolution to a diverse range of problems. Uses critical thinking to identify key barriers to resolve complex situations. Able to solve complex problems by taking a new perspective using standard product/service
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