Client Services Specialist- Insurance Job at Dawson
Permanent Opportunity, $41-$43k
Monday-Friday, 8:00am-5:00pm
Columbus, Ohio (onsite)
What the position offers:
Please Note :
caminobluff.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caminobluff.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.
Monday-Friday, 8:00am-5:00pm
Columbus, Ohio (onsite)
What the position offers:
- Inclusive company culture
- Paid parking
- PTO and paid holidays
- Company pays to get your Property & Casualty license after 6 months
- 2-3 interview step process to make sure the culture/ skill set is a perfect fit for both the job seeker and client
- Aid account managers and producers in handling and processing of new and renewal commercial lines business
- Manage intense volume of emails; basic knowledge of MS Outlook, Word, & Excel required
- Provide customer service to clients as assigned and requested
- Coordinate expirations with account manager and producer to obtain renewal and/or new business information
- Maintain expiration lists
- Issue certificates of insurance and handle endorsement requests
- Check new and renewal policies for accuracy in rating, typing, coverages, signatures, and input these transactions to generate billing invoices. Ensure these items are delivered to the client
- Maintain client data in agency management system (Applied Epic Version) in accordance with agency procedure manual
- Issue Auto ID Cards
- Prepare proposals
- Receive phone calls from clients and companies regarding coverage, claims, or administrative problems, and comply with the request and/or refer to the producer only when necessary
- Maintain a suspense system within agency management system to follow up on outstanding orders, correspondence, and reports (follow up appropriately)
- Be familiar with and follow agency E&O guidelines
- Run motor vehicle reports and determine driver eligibility
- Perform special projects at management’s request
- Must be a self-starter, imaginative, and creative with great communication skills; both verbal and written
- Someone who wants to learn and grow continually; as the insurance industry requires designations and certifications along the way (continued education is a must for this role!)
- Must have a high sense of urgency, high energy
- Willingness to obtain Property and Casualty license during the training process
- Knowledge of Microsoft Excel and Word
- Strong organizational and prioritization skills with ability to effectively manage multiple tasks
- More process oriented. This individual is not dealing directly with the client - they are doing more of the back-office work required to service the client
Please Note :
caminobluff.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, caminobluff.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.