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Client Service Associate/ Commercial Insurance

Client Service Associate/ Commercial Insurance
$50K - $60K
Birmingham, AL

Our partner in Birmingham, AL is searching for a Client Service Associate.  This position will be responsible building and maintaining professional rapport with clients, vendor and teammates by providing internal and external service support. If you would like to work for a growing company please apply today!

  • Responsibilities will include the following: assisting the Commercial Lines Account Manager with preparing certificates of insurance
  • Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system. 
  • Escalate issues of increased complexity, according to department standards, to the applicable internal contact. 
  • Provide clients with timely information including plan information, rates, contributions, and carrier contacts. 
  • Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
  •  Address and resolve client questions and issues.
  •  Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.
  • Support service and production team in reaching overall agency revenue and retention goals
  • Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
  • Assist with all aspects of marketing, as needed.
  • Document member and client communications in the client management services tool according to department standards. 
  • Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients. 
  • Assist clients with claims resolution.
  • 1 year or more years of Commercial Lines Insurance Service experience
  • College degree or equivalent required
  • Demonstrated proficiency in computer applications such as Microsoft Office Suite
  • Demonstrate strong organizational and project skills
  • Strong communication and interpersonal skills (written and verbal)
  • Prioritize work to achieve timely completion of the most critical and sensitive activities
  • Respond quickly to client requests and work to provide appropriate information

Client Service Associate/ Commercial Insurance Office & Administrative Support · Direct Hire Birmingham, Alabama