Commercial Client Administrator/CSR
The Client Administrator (CA) assists the client service team in servicing and retaining of Commercial Accounts. They work to ensure that client retention goals are met by responding promptly to requests per service standard timelines.
The following details a general list of duties, qualifications and abilities for this position. Training, resources and continuing education will also be provided by the company to ensure that the new team member is able to accomplish the requirements of the role.
Duties
Responsible for account servicing needs during the policy year including but not limited to: Binders, certificates, evidence of property, auto ID cards, motor vehicle records, endorsements, invoicing, audits, claims, cancellations, policy checks, etc.
Assist Client Managers with insurance reviews:
Compare the insurance requirements to the coverages on the existing program.
Obtain quotes on coverages needed to comply with contract insurance requirements.
Assist Client Managers in the renewal and new business processes:
Order loss runs from insurance carriers.
Prepare and/or update renewal surveys and proposals.
Send applications to the clients.
Request or process binders, auto ID cards, invoices, finance agreements, etc.
Responsible for integrity of policy data on Agency Management Systems.
Comply with and follow corporate workflow procedures and guidelines.
Provide outstanding customer service and teamwork and seek to improve whenever possible.
Qualifications
1+ Year Client Administration Experience
Current California Insurance License
Proficiency of PC Applications
Abilities
You lead through your actions and embrace your responsibilities.
You’re a continuous learner who is always seeking to improve.
You put the team first and create ways to make your peers better.
You deliver an exceptional level of service to those you work with.
You have strong interpersonal skills and thrive in a team environment.
You’re an effective communicator; both written and verbal.
You can be trusted to handle confidential and sensitive information.
You have strong organization and project management skills.
You have the ability to focus on the task-at-hand and multi-task as needed.
You’re great with attention to detail and producing high-quality work.
You’re able to grasp complex issues and establish proactive solutions to address those issues.
You have strong editing and writing skills.
You have a positive attitude and work ethic.