Client Account Representative

JOB DESCRIPTION:

Must have:

• Bachelor's degree in risk management, Business Administration, Finance, or a related field.
• Relevant professional certifications (e.g., CIC, CRM, ARM, CPCU).
• Minimum of 5 years’ experience in insurance, Property & Casualty focused.
• P&C broker license, or ability to obtain one within 90 days of hire.
• Strong Excel proficiency (VLOOKUP, pivot tables, managing large data sets) and working knowledge of the MS Office Suite.

What you need to have:

• Bachelor's degree in risk management, Business Administration, Finance, or a related field.
• Relevant professional certifications (e.g., CIC, CRM, ARM, CPCU) would be advantageous.
• Minimum of 5 years’ experience in insurance, Property & Casualty focused
• P&C broker license, or ability to obtain one within 90 days of hire
• Strong Excel proficiency (vlookup, pivot tables, managing large data sets) and working knowledge of the MS Office Suite
• Exceptional interpersonal skills coupled with strong written and verbal communications
• Excellent organizational and time management skills; must be a self-starter, proactive, responsive, and resourceful
• Must have keen attention to detail with a focus on accuracy.
• Must enjoy a fast pace working environment.

We will count on you to:

• Support Clients, Account Executives and Client Executives indicatives pertaining to insurance programs and daily services.
• Collaborate internally and externally to drive business decisions, and improve the client experience throughout the day-to-day services, proposal and renewal process.
• Facilitate claims notification, contracts review and audits review, and follow up regarding endorsements, policy issuance, extensions and cancellations, and escalate concerns to direct manager or client team, as appropriate.
• Monitor the renewal cycle by ensuring renewal protocol is completed (via tools available), gathering information, tracking quotes, and ensuring documents are issued correctly and on-time in accordance with our professional standards.
• Monitor the maintenance of proper records for reporting and audit purposes and processes insurance and claims details into the database
• Strengthen and maintain relationships with client and client teams to provide best in class service and drive growth and retention
• Respond directly to simple and moderately difficult client questions and requests, and solicit assistance as needed
• Ensure all client information is collected, reviewed, updated and communicated to teams for optimal program solutions and pricing
• Participate in meetings with client and insurers throughout the renewal cycle as necessary

Job Type: Contract

Pay: $28.00 - $32.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• Property & Casualty: 5 years (Required)
• Microsoft Excel: 2 years (Required)
• Insurance: 3 years (Required)

License/Certification:

• CIC or CRM or ARM or CPCU (Required)

Work Location: Remote