Client Service Administrator - Commercial Lines
Type: Hybrid
Location: Cleveland, OH
Time Type: Full time
Job Requisition ID: JR118
Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?
Oswald Companies seeks goal-driven professionals ready to take their career to the next level.
JOB PURPOSE
Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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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.
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Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
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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.
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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.
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Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed.
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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.
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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.
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Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage.
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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.
INDUSTRY KNOWLEDGE
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At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge is required.
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Prior administrative support experience preferred.
CERTIFICATES, LICENSES, REGISTRATIONS, PROFESSIONAL DESIGNATIONS
Property & Casualty License, Preferred
PERSONAL CHARACTERISTICS
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The specific personal traits required to accomplish the essential duties of this job successfully include:
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Energetic with a desire to learn new skills
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Strong organizational skills with ability to transition quickly from one job to another
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Ability to problem solve, think logically and work independently
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Ability to demonstrate a positive attitude and lead by example consistently
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Works well under pressure and meets established deadlines
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Good verbal and written communication skills
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Capable interpersonal skills with a collaborative approach
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Ability to manage time-sensitive projects