обновлено 12 дней назад
Senior Client Service Representative (Insurance)
41 200 - 76 800$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Client Service Representative (Insurance): Managing client policy documentation, data integrity, and account support within an agency management system with an accent on accuracy, compliance, and financial record-keeping. Focus on processing endorsements, verifying coverage, and providing high-level consultation to internal and external stakeholders.
Location: Hybrid role based in the United States
Salary: $41,200–$76,800
Company
is a leading global professional services firm providing business insurance, employee health, and retirement solutions.
What you will do
- Process policies, endorsements, and audits in the agency management system with high accuracy.
- Maintain data integrity across all client records and financial documentation.
- Provide routine consultation to clients and support Account Managers with account activity.
- Resolve accounting discrepancies related to premiums, commissions, and accounts receivable.
- Navigate carrier websites to retrieve policy documents and verify coverage for third parties.
- Manage certificate holder lists and prepare various proofs of insurance.
Requirements
- Must obtain Property and Casualty License within 75 days of hire.
- Proficiency in Microsoft Excel and Word.
- Strong organizational, detail-oriented, and time-management skills.
- Understanding of basic accounting principles and strong math skills.
- Must be authorized to work in the United States.
Culture & Benefits
- Hybrid work environment.
- Comprehensive health and welfare benefits.
- 401(k) savings and retirement programs.
- Tuition reimbursement and professional development support.
- Generous time off, including personal and volunteering days.
- Charitable contribution match programs and stock purchase opportunities.
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