Curi · 18 hours ago

Client Services Associate

United States

Full-time

Remote

Entry Level

3+ years exp

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Responsibilities

Acts as the primary company contact for their assigned policies with respect to the insured’s overall relationship with Curi, ensuring that the client has a readily accessible and responsive representative for any of their Curi needs.

Manages and retains MPL policies within their assigned book and ensuring a high level of client satisfaction.

Prepares and presents renewal policy presentations to direct clients, educating them as to policy enhancements, coverage changes/interpretation, pricing modifications, etc.

Supports the Underwriting department in identifying and making needed or desired MPL policy changes. Similarly supports the Finance department with common client inquiries.

Manages the issuance and renewal of cyber-liability and/or broad regulatory policies to clients within the CSA’s assigned book.

Ensures that all relevant systems and platforms utilized to manage and track activities related to Curi policy management as well as Curi’s stewardship/relationship management strategies are utilized and maintained with comprehensive and current information/documentation.

Provides ongoing training and education to direct insureds to ensure they are knowledgeable about all Curi member benefits, our online client portal, new company initiatives and offerings, and our overall mission to help physicians in medicine, business, and life.

Creates and maintains consultative relationships with their assigned insureds to maintain a continuously open channel of communication, and to explicitly promote the value proposition for all Curi’s enterprise-wide platforms, offerings and services, including those produced under Curi Capital and Curi Advisory.

Makes consistent business decisions, supports company underwriting guidelines and pricing philosophies and maintains collegial relationships with members of other Curi departments and divisions.

Stays alert for and advises company of any industry information, market intelligence, competitor products/services/strategic initiatives that could positively or adversely affect Curi. Also offers feedback on product enhancements that may resonate with our members.

Meets regularly and frequently with Business Development, Underwriting, Claims, Risk Management, Curi Capital and Curi Advisory to stay abreast of their services, guidelines, strategies, and initiatives, to adequately educate our clients and encourage deepened usage of Curi products and offerings.

Qualification

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Customer service experienceProperty & Casualty Agent licenseUnderwriting experienceAccount management experienceMedical practice administrationFinancial data analysisTime-management skills

Required

High School Diploma or equivalent plus three years of professional customer service experience in the insurance, banking, financial services, etc. industry; OR

Bachelor’s degree plus one year of professional customer service experience in the insurance, banking, financial services, etc. industry

Property & Casualty Agent license required or obtained within six months of employment

Willingness to work mountain time zone work hours