• Resolve basic inquiries associated with all aspects of Client service delivery (e.g. output delivery, basic invoice inquiries, etc.) and refers more complex inquiries to senior team members.
• Identify and retrieve relevant compliance documentation necessary to process renewals, invoices, surplus lines filing and any other client deliverables.
• Perform necessary activities or support a senior team member in the initiating a renewal, processing an invoice, issuing auto IDs, processing surplus lines, issuing emergency certificates, resolving premium account discrepancies, initiating endorsements, processing vehicle suspensions and processing other client requests.
• Seeks assistance from senior team members when confronted with unfamiliar or complex processing transactions.
• React to field office requests via Broker Desktop tools that require actions in a timely manner.
• Organize or assist senior team members with the preparation of renewals and assist the distribution team with the delivery of relevant outputs.
• Ensure system of record (Bridge & Broker Desktop) is accurate and current to ensure outputs and client deliverables will be produced according to guidelines and policy detail.
• Liaise and be responsive to inquiries from outsourced provider to manage and ensure the timeliness and quality of outputs.t3d
• Upload, index or attach documents in Document Management System.
• Perform pre – renewal account review with the field office to meet client expectations related to timelines and to ensure accuracy of deliverables (certificates, invoices, endorsements, etc.).
• Help colleagues troubleshoot and resolve basic client issue.
• Upon policy placement (with assistance from a senior team member), creates policy summaries, schedules of insurance, calculates premium allocations, and provides quality review of all post placement outputs.
• With assistance from senior team members, address and complete special client projects.
• Participate in office and client visits.

Requirements

• Entry level position 1-3 years of commercial insurance/office experience a plus; will also consider recent college graduate.
• Ability to effectively communicate both verbally and written with external and internal clients on client servicing activities
• Understands operation processes and methodologies; proven ability to work effectively with moderate guidance and supervision.
• Must have strong MS Office, with emphasis on Excel skills to import/export data, strong Word skills, some v-look up experience a plus.
• Successfully operates in a fast-paced output driven environment that requires staff members to multi-task, react quickly and perform task that are not routine.
• Must maintain appropriate insurance brokers license or obtain within 6 months of hire.