Serves as initial point of contact for the client. Monitors client questions, provides recommendations in partnership with the Account Management Team on appropriate coverage changes and/or contractual requirements.
Identifies, researches and provides resolution for routine or basic client issues.
Maintains client files accurately and consistently, responsible for proper documentation of files and proper communication in accordance with company workflow, procedures, and best practices. Maintains a high degree of accuracy in document management systems.
Assists the Account Management team with the remarketing of renewals to ensure a high level of account retention. Prepares proposals as directed by the Account Manager.
May review policies from carriers for accuracy, expedite corrections, and handle endorsement and applications.
Ensures carriers respond promptly to expedite claim settlements.
Reviews policy audits and verifies their accuracy. Confirms necessary corrections between the client and the carrier are executed at the direction of the Account Management team. Proactively communicates with client any significant audit differences.
As directed by the Account Management team, reviews cancellation requests, identifies reasons, and attempts to retain client accounts while preserving the company's financial interests.
Fully adopts innovative technology, including proprietary AI solutions, into the service process to deliver a best-in-class service experience.
Keeps up to date with industry trends, new products, legislation, coverage, and technology to improve knowledge, performance, and client services.
Special projects and other duties as assigned.
WHAT SUCCESS LOOKS LIKE IN THIS ROLE
A Property and Casualty License from state of domicile is required and must be maintained.
Associate in insurance (AINS) and/or Certified Insurance Service Representative (CISR) Designation preferred.
High School Diploma or equivalent required. Four-year degree preferred.
Minimum 3 years of client service experience in the insurance industry with a focus on commercial lines.
Bilingual (Spanish/English) a plus or a must in some locations.
In-depth understanding of commercial lines of coverage.
Strong analytical and mathematical skills.
Strong PowerPoint and presentation skills for both in-person and teleconference/webinar sessions.
Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
Must be able to understand written and oral communications and interpret information written within policies.
Proficient skills in Microsoft Office (primarily Excel and Word)., agency management systems software, and online rating systems.
Intermediate knowledge of insurance markets, products, services, insurance ratings and underwriting procedures.
Must have a valid driver's license, the ability to travel to client sites and a reliable source of transportation.
WHY CHOOSE RELATION?
Competitive pay.
A safe and healthy work environment provided by our robust benefit program including family health and wellness programs, 401K, employee assistance programs, paid time off, paid holidays and more.
Career advancement and development opportunities.
.
Note: The above is not all encompassing of the full position description.
Relationinsurance · Fresno, CA