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The Plexus Groupe · 3 days ago

Client Administrator - Property & Casualty

Deer Park, IL

Full-time

Onsite

Entry Level

$23/hr - $25.50/hr

1+ years exp

The Plexus Groupe is currently looking for candidates who dream big. The Client Administrator position provides technical and administrative insurance support, involving interaction with clients and carriers to meet day-to-day service needs.

Financial Services

Growth Opportunities

Responsibilities

Prepare insurance summaries, proposals, loss summaries, property/vehicle and other schedules as required with strict attention to detail and uniformity

Respond to internal and external inquires which includes faxes, emails, and phone calls

Process certificates of insurance, generate auto ID cards, assemble and prepare policy delivery for clients

Determine if direct or agency billing is appropriate, and invoice accordingly based on payment plan

Request quotes from finance company, send and follow-up with insured to bill accordingly if plan is accepted

Resolve payment and billing issues with accounting department

Checks policies and endorsements for accuracy in a timely fashion to meet internal service standards

Reviews audits of policies and verify with client for accuracy, facilitates corrections as needed between client and carrier

Performs timely follow-up and resolution related to cancellations and waivers of premium

Handles any payment collection issues with help of Client Executive where needed

Completes all suspense items accurately and timely

Obtain and provide clients with workers compensation notices

Assistance with phone rotation for Receptionist

Any other duties as requested by management

Qualification

Illinois PropertyCasualty LicenseSmall Commercial Lines InsuranceMicrosoft Office ProgramsAgency Management SystemsAnalytical SkillsDetail-orientedCommunication SkillsOrganizational Skills

Required

BA/BS Degree or equivalent experience

Illinois Property and Casualty Agents license required after the start of employment

High level knowledge of computer and word processing programs such as Microsoft Office Programs (Word, Excel, Outlook), and agency management systems

Provides accurate and timely responses to clients, potential clients, and carriers

Ability to work independently, as well as in coordination with other members of team

Ability to set priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities

Expected to maximize efficiencies using good organizational skills to prioritize and complete tasks in requested timeframes

Ability to communicate orally and in writing to others to explain complex issues, receives and interprets complex information, and responds in an appropriate, professional manner

Possesses analytical / problem-solving skills

Detail-oriented and learns quickly

Respond to client needs with a sense of urgency