Client Services Representative

Summary:

The Insurance Client Service Representative is responsible for providing critical support to the Client Services Manager and National Program Manager. They will be an expert on system accuracy as well as the accuracy of issued policies and endorsements. In this role, attention to detail and a strong customer service focus is essential.

Essential Duties and Responsibilities:

• Responsible for day-to-day servicing of accounts under the direction of the National Program Manager and Client Services Manager.
• Endorsement processing, certificates of issuance, policy creation and review.
• Serve as advisor and technician for the Client Service team.
• Completes follow through processing of account changes in a timely manner.
• Initiates appropriate correspondence with carriers and clients.
• Proficient in all McGowan software platforms through training and mentorship (EPIC, C1).
• Secure documentation required that must be retained by the agency; including signed applications, rejection of coverage, and bind requests; mitigates probability of Errors & Omissions Liability.
• Follow company procedures with respect to essential duties and responsibilities.
• Required to document client management system on all tasks including dropping important emails into client management system and updating applications within the client as necessary.

Education and Experience:

• High School diploma or equivalent.
• 2+ years of previous experience working in Client Services (required).
• P&C insurance experience (preferred).

Key Competencies:

• In-depth knowledge of P&C insurance products and policy lines.
• Friendly and professional demeanor.
• Basic computer skills and knowledge of database software.
• Ability to remain calm in stressful situations.

Job Type: Full-time, 40 hours a week.

Schedule: 8:15am – 5:00pm, Monday – Friday

Location: Fairview Park, OH

Work Status: Hybrid (3 days in-office, 2 days remote).

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• (Includes Vision Savings Pass)
• Voluntary additional benefits
• (Life insurance, short-term disability, and long-term disability)
• 7 paid holidays (8 days off in total)
• Paid time off
• (Starting point is 40 hours of vacation at 6 months, then 80 hours of vacation at 12 months)

Job Type: Full-time

Pay: From $17.50 per hour

Expected hours: 40 per week

Benefits:

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

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Insurance: 1 year (Preferred)
• Client services: 2 years (Required)

Work Location: Hybrid remote in Cleveland, OH 44126