Client Services Advisor
Job Summary
Client Service Advisors are the primary managers of the client relationship and their portfolio. The position has responsibility for managing new agent/client relationships, formulating and implementing advice. Client Advisors work with and train other staff in client service delivery.
Location Requirements:
Cleveland, Ohio office
Responsibilities / Duties:
- Independently manages accounts on a day-to-day basis which includes coordinating all services, answering all questions, and resolving problems.
- Processes client correspondence including: new submission applications, proposals, binders, invoices, policies, and endorsements. Reviews contracts and special certificate of insurance requests for compliance and response to insured.
- Maintains timeliness and completeness when interacting with clients, agency and insurance company personnel.
- Works to provide quality customer service, while increasing the company’s revenues by offering available products and services.
- Negotiates and secures the most appropriate carrier coverage based upon client needs for new business and cost of those coverages. Maintains ongoing relationships with carrier underwriters.
- Makes decisions regarding the resolution of all moderate and complex customer service problems. Researches and resolves coverage issues and billing discrepancies in a timely manner.
- Independently enters and maintains accounts/policies in agency management systems while maintaining current suspense’s/tasks.
- Other duties may be assigned to meet business needs.
Experiences/Qualifications:
- Ohio Property & Casualty License – required
- Microsoft Word & Excel Intermediate experience preferred
- Experience with agency management systems
- Possesses strong organizational and time management skills
- Must be self-motivated, reliable and have a positive attitude
- Possesses a willingness to learn, be coachable, intuitive and resourceful
- Must be able to follow direction as well as work independently and as part of a team
- Possesses the ability to multitask and work in a fast-paced environment
Client Support Specialist
Job Summary
Client Support Specialist works as a liaison with our Client Services Advisor, to provide exceptional service to current and new clients. Performs routine and moderately complex clerical, administrative and support functions within our MGA/Brokerage insurance office.
Location Requirements:
Cleveland, Ohio office
Responsibilities / Duties:
- Processes and completes insurance proposals, binders, invoices, policies, endorsements within our company management system.
- Processes client correspondence including: new submission applications, proposals, binders, invoices, policies, and endorsements. Reviews contracts and special certificate of insurance requests for compliance and response to insured.
- Independently supports the Client Service Advisor team by completing additional tasks as needed, including but not limited to inspection report processing, subjectivity or additional information follow ups, and policy audit reviews.
- Organize and work with detailed records, maintaining updated files for each client.
- Other duties may be assigned to meet business needs.
Experiences:
- Computer skills – Microsoft Word & Excel Intermediate experience preferred
- Possess strong organizational and time management skills
- Must be self-motivated, reliable and have a positive attitude
- Possess a willingness to learn, be coachable, intuitive and resourceful
- Must be able to follow direction as well as work independently and as part of a team
- Possess the ability to multitask and work in a fast-paced environment
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Corporate HQ:
Western Reserve Building
1468 West 9th Street
Suite 805
Cleveland, Ohio 44113
Branch Offices:
Colorado
1001 Bannock St
Denver CO 80204
California
1000 S. Catalina Ave, Suite 214
Redondo Beach, CA 90277
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