Client Service Administrator

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Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

What You'll Do

• Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
• Solicits renewal information by email (previous and current year application, exposure updates, etc.) from the incumbent carrier and client 90-120 days prior to renewal date; follows up to secure information at 60, 45, and 30-day touch points; escalates to Client Manager for resolution if needed.
• Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
• Processes automatic renewals 45 days prior to expiration date.
• Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems.
• Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up.
• Collaborates with the Client Manager to collect information on marketing efforts; completes the surplus lines forms necessary to document and comply with state filing and tax requirements.
• Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed.
• Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage; follows up to obtain receipt.
• Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines.
• Creates new client files in the agency management system; performs accurate data entry of contact information, SIC / NAIC codes, policy lines of coverage, etc.
• Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage.
• Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations.
• Upon receipt of policies and / or endorsements from carriers, reviews documents within 90 days of the effective date by comparing content to the source document for accuracy; requests corrections from carriers and follows-up for receipt; forwards the policy to the client.
• Processes premium audits to reconcile anticipated with actual exposures; advises the Client Manager of a material difference in premium changes.
• Documents all administrative events in the agency management system.

What You'll Need

Who You Are

About Oswald

Oswald is a 129-year-old company that creates a world of protection around the lives and businesses of our clients. We are an independent, employee-owned company. Inclusivity is a priority. We foster an environment of collaboration and belonging where our Employee-Owners thrive on their unique path. Our diverse talent reflects the communities and clients we serve, while driving unmatched risk and insurance innovations. Our people-first culture and client service excellence have built our reputation of integrity, resourcefulness, and a relentless care for our clients and employees. Oswald has been named a Top Workplace for nine consecutive years.

What You'll Get

At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential. You will experience a caring work environment with paid time off to volunteer, a focus on work-life balance, and a world-class Total Rewards package including compensation and benefits.

To learn more about Oswald, visit us on LinkedIn. Oswald, a Unison Risk Advisors company, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.

Employment details

Note : This recruitment listing may include other job postings and related information not essential to this role.

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