Client Advocate - Real Estate

Description

Account Management 

• Provide day-to-day client management and servicing for Middle Market accounts, as well as some Small Business Accounts as needed. 
• Process premium allocations for clients, as needed.
• Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). 
• Process incoming mail (postal, email and/or faxes) for the team and distribute to team 
• Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle 
• Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery 
• Deliver policies as directed by Producer/Client Manager/Account Executive 
• Request and prepare policy endorsements 
• Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive 
• Process client monthly reports 
• Process premium audits and deliver disputed audits to Client Manager/Account Executive 
• Follow agency procedures for EPIC (client management system). 
• Perform other duties as assigned. 

New/Renewal Marketing  

• Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures 
• Review expiration checklist and manage workflow per Commercial Lines Service Standards 
• Work with team to coordinate market ready submissions including specialty applications 
• Review and roll renewal submissions or create Acord applications as directed by team 
• Complete online rating with carriers as required for coverage placement as directed by team 
• Prepare finance agreements with finance companies 
• Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients. 

Other Duties and Responsibilities 

• Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture 
• Create and maintain a positive work environment 
• Accept special assignments as directed by Department Managers 
• Support agency directives in effectively managing agency/carrier relationships 
• Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product 
• Represent Christensen Group in the greatest professional and ethical manner possible 
• Provide the ultimate customer experience within the boundaries of the organization’s capabilities 
• Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems 
• Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations 
• Contribute to creating a safe and fun learning environment 
• Commit to continued education to grow skills and knowledge 

Requirements

• At least 2 years of Business Insurance customer service experience (required).  
• Ability to service a business insurance book of business with little to no guidance (required). 
• Ability to work in a team setting (required). 
• Microsoft Office experience, specifically Word and Excel (required). 
• Detail-oriented (required). 
• Ability to organize and prioritize work responsibilities (required). 
• Excellent communication skills – verbal and written (required). 
• Active Resident Property and Casualty insurance license (required). 
• Epic experience (preferred). 
• Ability to navigate insurance carrier websites (preferred).