Key Responsibilities :
- Act as a primary support resource for Account Partners, aiding in client management and project coordination.
- Diligently track and manage account renewals, ensuring all processes are timely and seamlessly executed.
- Issue necessary documentation such as binders, certificates, ID cards, and endorsements, supporting the comprehensive servicing of accounts.
- Collaborate with the Accounting Department to facilitate transaction processes.
- Oversee claims processes to guarantee they are addressed promptly and equitably.
- Prepare and maintain detailed client files and ensure accurate data entry in our computer systems.
- Negotiate with carriers to secure favorable renewal terms.
- Assist in the preparation of client renewal materials and explore additional policy options to enhance client offerings.
- Handle the preparation and processing of critical documents including proposals, quotes, and applications.
- Support Account Partners in remarketing efforts to maximize client retention.
- Maintain robust internal communications to provide effective administrative support.
- Participate in professional development opportunities, including seminars and training programs.
Qualifications :
- High School Diploma or equivalent required; further education or certifications are a plus.
- 3-5 years of relevant experience, preferably in a support or customer service role within the insurance sector.
- Must obtain a Pennsylvania Insurance License within a designated timeframe post-hire.
- Proficient with basic computer operations and software.
- Excellent communication skills, both written and verbal.
- Demonstrated reliability and a strong work ethic.
- Capable of multitasking in a fast-paced environment.
- Positive attitude, patience, and a keen desire to learn and grow within the industry.
What We Offer :
- A supportive and inclusive workplace.
- Opportunities for professional growth and development.
- Competitive compensation and benefits package.
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