Oswald Companies · 1 day ago
Client Service Administrator - P&C
Bloomfield Hills, MI
Full-time
Onsite
Entry Level
1+ years expOswald Companies is seeking a Client Service Administrator to provide internal support to the account management team for an assigned book of business. The role involves collaborating with sales and service staff, interfacing with clients and carriers, maintaining records, and performing general administrative duties.
FinanceProperty & Casualty InsuranceFinancial ServicesInsurance
Responsibilities
Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner
Solicits renewal information by email (previous and current year application, exposure updates, etc.) from the incumbent carrier and client 90-120 days prior to renewal date; follows up to secure information at 60, 45, and 30-day touch points; escalates to Client Manager for resolution if needed
Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request
Processes automatic renewals 45 days prior to expiration date
Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems
Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up
Collaborates with the Client Manager to collect information on marketing efforts; completes the surplus lines forms necessary to document and comply with state filing and tax requirements
Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed
Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows up to obtain receipt
Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines
Creates new client files in the agency management system; performs accurate data entry of contact information, SIC/NAIC codes, policy lines of coverage, etc
Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage
Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations
Upon receipt of policies and/or endorsements from carriers, reviews documents within 90 days of the effective date by comparing content to the source document for accuracy; requests corrections from carriers and follows-up for receipt; forwards the policy to the client
Processes premium audits to reconcile anticipated with actual exposures; advises the Client Manager of a material difference in premium changes
Documents all administrative events in the agency management system
Qualification
Required
1-3 years or more of related experience or the equivalent combination of education and experience
Strong organizational skills with ability to transition quickly from one job to another
Ability to problem solve, think logically and work independently
Energetic with a desire to learn new skills
Ability to consistently demonstrate a positive attitude and lead by example
Works well under pressure and meets established deadlines
Good verbal and written skills
Capable interpersonal skills with a collaborative approach
Ability to manage time-sensitive projects
Preferred
Prior Property & Casualty support experience is preferred
Property & Casualty License preferred
Company
Oswald Companies
Oswald Companies is an independent insurance brokerage firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2020-12-08Acquired
Leadership Team
Robert Klonk
Chairman and Chief Executive Officer
Recent News
Seattle TechFlash
2025-09-22
2025-05-01
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