Client Service Specialist jobs in United States
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Maury Donnelly & Parr Inc · 8 hours ago

Client Service Specialist

Maury Donnelly & Parr Inc is a Best Practices Agency in Insurance, seeking a Client Service Specialist for their Large Commercial team. The role involves supporting Client Managers by processing insurance documents, managing billing inquiries, and coordinating with carriers on policy statuses.

FinanceFinancial ServicesInsurance
Hiring Manager
Corey Donovan
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Responsibilities

Processes certificates of insurance (COI), binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claim data
Responsible for initial input of account, contact, and policy details into EPIC
Follow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issues
Performs online carrier ratings
Secure loss runs, experience modification worksheets, and MVRs, FR-19’s; orders and follows up on loss runs when requested
Prepares proposals, analysis and summaries as needed
Manages billing inquiries and cancellation notices; provides billing support to Client Manager as needed
Performs other related duties as assigned by management

Qualification

State PropertyCasualty Insurance licenseApplied Systems EpicMicrosoft Office SuiteCustomer ServiceProfessionalismEthicsQualityWritten CommunicationAdaptability

Required

Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training, or equivalent combination of education and experience
Hold State Property and Casualty Insurance license, or progress towards licensure
Computer skills required: Applied Systems: Epic Online Database software; Microsoft Office Suite

Benefits

Paid maternity leave (after 1 year of work)
Family health, vision, and dental benefits
401(k) plan with immediate vesting
Many additional company perks
Discretionary annual bonus program

Company

Maury Donnelly & Parr Inc

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Maury Donnelly & Parr, Inc.

Funding

Current Stage
Growth Stage

Leadership Team

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Lorraine Selway
Chief Financial Officer
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Patrick Bray, CPA
Chief Financial Officer
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Company data provided by crunchbase