Client Representative – Business Insurance

Role Overview

• Process endorsements, audits, renewals, MVR requests, endorsement requests, certificate requests and other related tasks as needed.
• Invoice endorsements, audits, renewals and new business accurately.
• Compare and update schedules
• Backup for phone and mail duties as needed
• Updating computer database as needed.
• Assist Account Managers and other Associate Account Managers as needed.
• Ensures confidentially of information acquired.
• Provide administrative support including photocopying, faxing, scanning for email and filing.
• Consistently strives to make a positive contribution to customer satisfaction.

Requirements

• High School Diploma or equivalent, some insurance courses preferred.
• Ability to read and comprehend simple instructions, simple business correspondence, short correspondence and memos.
• Ability to add, subtract, multiply and divide.
• Ability to apply common sense understanding to carry out detailed written or oral instructions
• Ability to deal with standardized situations with only occasional or no variables.
• Ability to organize, streamline and prioritize workflow.
• Ability to work in a fast-paced environment.

Benefits

• Generous time off, including personal and volunteering
• Tuition reimbursement and professional development opportunities
• Charitable contribution match programs
• Stock purchase opportunities