10 дней назад
Client Service Associate (Business Insurance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Service Associate (Business Insurance): Providing technical and service support for commercial insurance clients and Client Advisors with an accent on renewals, policy administration, claims reporting, and premium and loss analysis. Focus on preparing renewal documentation, managing insurance schedules and certificates, researching coverage issues, and quoting and binding Special Event, Builders Risk, and Flood policies.
Location: Florida, United States; hybrid and flexible work
Company
Agency provides business insurance, employee health and benefits, retirement, and private client insurance solutions through local consulting service and global professional resources.
What you will do
- Provide technical and service support to Client Advisors for new business, renewals, and daily client service.
- Remarket client requests, especially when renewal premiums increase significantly.
- Prepare renewal reviews, exposure updates, applications, and detailed premium and loss summaries.
- Process policy changes, maintain insurance schedules and premium finance agreements, and manage Sagitta policy details.
- Prepare certificate holder lists and certificate templates, receive claim reports, and support the claims unit.
- Research risk management and coverage issues and quote and bind Special Event, Builders Risk, and Flood policies.
Requirements
- Current Florida 2-20 license or willingness to obtain one.
- At least two years of commercial insurance experience preferred.
- College degree desirable, or an equivalent combination of education and experience.
- Intermediate to advanced knowledge of Microsoft Word and Excel.
- Ability to organize and maintain electronic files in a document management system.
- Working knowledge of Sagitta and ImageRight, or willingness to learn.
Culture & Benefits
- Hybrid and flexible work environment.
- Generous time off, including personal and volunteering time.
- Tuition reimbursement and professional development opportunities.
- Charitable contribution matching and stock purchase opportunities.
- Inclusive culture focused on colleague well-being, ethics, and professional development.
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