Careers

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

Careers

About

Client Services Advisor

Job Summary

Location Requirements:

Responsibilities / Duties:

Experiences/Qualifications:

Client Support Specialist

Job Summary

Location Requirements:

Responsibilities / Duties:

Experiences:

Underwriting Assistant

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