Be an early applicantLess than 25 applicants

Company

Trean Corporation · 4 hours ago

Client Relations Coordinator

Minneapolis, MN

Full-time

Remote

Entry Level

Maximize your interview chances

ConsultingFinancial Services

Insider Connection @Trean Corporation

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Develop and maintain relationships with independent agents and agencies, program partners, and direct business teams

Review, research, respond to, and/or escalate inquiries for prompt resolution

Provide ongoing technical support and training to internal and external customers

Document interactions in CRM

Manage manual and automated appointments for agents/agencies for direct and partner business

Review applications and supporting documentation for accuracy and completeness and follow up with the principal as needed to resolve problems associated with incomplete onboarding packets

Assist producers with intake within Producer Express and resolve system issues, including managing multiple error queues

Review, initiate, and coordinate all necessary changes resulting from agency sales, mergers, and acquisitions

Timely renew annual appointments, to include producer verification and invoice reconciliation and payment

Process producer terminations, ensuring all databases are updated

Routinely audit producer information to ensure accuracy of single source of truth

Assist with and participate in the implementation of new technology platforms and/or modifications to existing applications, including Salesforce, Vertafore/Sircon, PowerBI, Great Plains, and Origami

Spearhead reconfiguration of workflows, clean-up of producer data, and integrations between our compliance management software and other applications

Manage dedicated mailbox

Maintain a repository of contractual templates and related documents

Maintain active knowledge of requirements and compliance for insurance producers across all states and lines of business

Maintain, update, and recommend changes to policies, processes, and procedures for all aspects of producer relations, partnering with downstream departments to consistently drive efficiency and optimal service levels

Collaborate with other teams/departments to ensure customer needs are understood and met

Collaborate as requested with Marketing and Underwriting on agency-facing communications

Promptly reconcile and remit payment for monthly and annual invoices related to appointments, renewals, and software expenses

Verify producer information (e.g. licenses, qualifications) via third-party systems for internal and external customers

Support annual premium tax reporting through the preparation of appointment transaction summaries by state and carrier

Compile ad hoc reports, as needed

Perform other activities, duties, and assignments, including administrative support for the broader legal team, as needed or requested

Support and manage ad hoc projects and efforts to achieve department and company goals

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Insurance producer operationsVertafore/SirconSalesforceWindows environmentContract managementCompliance knowledgeConcurOrigamiPowerBIOutlookExcelData analysisRelationship management

Required

Working knowledge of insurance producer/agency operations, including corporate and state policies regarding appointments.

Proficiency in a Windows environment, including Outlook and Excel required.

Ability to prioritize and complete multiple tasks efficiently and accurately to manage competing deadlines independently in a confidential, fast-paced, fluid environment.

Ability to present complex topics and related materials to internal and external parties in a pleasant, professional manner and enhance the appeal and reputation of the organization as a knowledgeable and service-oriented partner.

Attention to detail and demonstrated commitment to thoroughness, timeliness, and accuracy.

Ability to define problems; collect, analyze, and interpret information; establish facts; draw valid conclusions; and recommend timely, logical solutions.