- Prepare insurance summaries, proposals, loss summaries, property/vehicle and other schedules as required with strict attention to detail and uniformity.
- Respond to internal and external inquires which includes faxes, emails, and phone calls.
- Process certificates of insurance, generate auto ID cards, assemble and prepare policy delivery for clients.
- Determine if direct or agency billing is appropriate, and invoice accordingly based on payment plan.
- Request quotes from finance company, send and follow-up with insured to bill accordingly if plan is accepted.
- Resolve payment and billing issues with accounting department.
- Checks policies and endorsements for accuracy in a timely fashion to meet internal service standards.
- Reviews audits of policies and verify with client for accuracy, facilitates corrections as needed between client and carrier.
- Performs timely follow-up and resolution related to cancellations and waivers of premium.
- Handles any payment collection issues with help of Client Executive where needed.
- Completes all suspense items accurately and timely.
- Obtain and provide clients with workers compensation notices.
- Assistance with phone rotation for Receptionist.
- Any other duties as requested by management.
- BA/BS Degree or equivalent experience.
- 1 year small commercial lines insurance experience preferred.
- Illinois Property and Casualty Agents license required after the start of employment.
- High level knowledge of computer and word processing programs such as Microsoft Office Programs (Word, Excel, Outlook), and agency management systems.
- Provides accurate and timely responses to clients, potential clients, and carriers.
- Ability to work independently, as well as in coordination with other members of team.
- Ability to set priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
- Working knowledge of P&C insurance products and usage preferred.
- Expected to maximize efficiencies using good organizational skills to prioritize and complete tasks in requested timeframes.
- Ability to communicate orally and in writing to others to explain complex issues, receives and interprets complex information, and responds in an appropriate, professional manner.
- Possesses analytical / problem-solving skills.
- Detail-oriented and learns quickly.
- Respond to client needs with a sense of urgency.
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Client Administrator - Barrington, United States - The Plexus Groupe
Description
Job Description
Job DescriptionThe Plexus Groupe – awarded Best Places to Work in Insurance – is looking for candidates who dream big. We have an opening for a Client Administrator – Property & Casualty in our Deer Park, IL office.
Do you enjoy working with best-in-class solutions? Do you want to be part of a company growing faster than ever? If so, you will want to read on
Summary:
The Client Administrator position provides technical and administrative insurance support. This involves interaction with clients as well as carriers to provide day-to-day service needs to insureds and prospects.
Job Responsibilities:
Required Experience:
The Plexus Groupe is driving the next chapter in the insurance industry with innovation, passion, and excellence. If you are looking to make an impact, and if you seek the freedom and flexibility of a progressive firm with the prowess, technology, and resources of an industry leader, we should talk.
PASSION. ALIGNMENT. ACTION.
With offices in Chicago, Dallas, Memphis, Oklahoma City and Tampa, The Plexus Groupe is a premier insurance brokerage and risk management consulting company. We offer our clients innovative insurance strategy and powerful professional resources to protect, preserve, and grow. The Plexus Groupe is an equal opportunity employer.
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