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Job Summary:
The Client Representative performs account transactions, summaries, endorsements, certificates, binders, billing, follow-up and correspondence on assigned accounts.
Essential Functions:
- Assist in preparing insurance company submissions as directed by Client Manager or Client Executive.
- Manage the client service cycle and monitor timeframes and renewal deadlines.
- Develop thorough understanding of client businesses, their policies, practices and industries.
- Review documents for accuracy prior to customer delivery.
- Respond timely to client inquiries, incoming agency management system and company requests.
- Review and order renewals according to agency procedures. Document receipt of renewals and investigate non-renewals. Ensure that all policies are renewed on a timely basis.
- Review new business and endorsements to ensure items were received as ordered.
- Prepare billing following agency’s credit and collection policies.
- Possess knowledge of agency management systems and underwriting requirements of carriers, in addition to policy provisions and changes.
- Ability to rate and issue policies and endorsements through carrier website.
- Create and maintain client files and process transactions on agency management system.
- Maintain basic knowledge of insurance/area of specialty.
- Understand and stay current with technical and professional standards.
- Service clients in accordance with PAR E&O professional service standards, E&O Plus quality management guidelines, and other practice guidelines.
- Provide good customer service both internally and externally.
- Comply with all E&O Plus, legal and regulatory requirements.
- Maintain a thorough understanding of carrier practices.
- Participate in special projects at management’s request.
- Additional job duties as assigned.
- Possess time management skills.
- Manage projects to meet deliverable deadlines and meet expectations.
- Prioritize tasks and projects effectively.
- Meet personal business goals.
- Identify cross-selling opportunities.
Minimum Education / Abilities / Skills:
- High School diploma or GED, plus one to two years of insurance experience with handling accounts at a high level of responsibility; a bachelor’s degree in business or other related field is a plus.
- Experience with Applied EPIC or AMS 360 is desired, but not required.
- Excellent interpersonal skills for positive interaction with customers and co-workers, supporting the team concept of the department.
- Ability to work independently with limited supervision.
- Ability to accurately perform basic mathematical calculations.
- Intermediate to advanced knowledge, skills and effective use of office equipment, primarily computer, telephone, fax machine, copier and calculator.
- Ability to learn third party computer programs/sites.
- Ability to be productive and anticipate next steps in the process.
- Possess critical thinking skills to offer alternative products or services to clients.
- Possess necessary accounting and analytical skills.
- Be a team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.
- Possess strong oral and written communication skills.
- Demonstrates accountability, works well under pressure, and is able to meet deadlines and deliverables.
- Maintains a customer-centric focus; is highly responsive to internal and external stakeholders’ needs and requests and is able to manage and meet their expectations.
- Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.
- Projects confidence in interactions with colleagues and clients.
- Work and adapt to people with different work styles.
- Contribute to team efficiency by sharing knowledge and best practices.
- Has a strong attention to detail.
- Possesses solid organizational, time management and project management skills.
- Proficient with Microsoft Office Suite.
Other Qualifications: Certificates, Licenses, Registrations Required to Perform the Essential Job Functions
- Possess appropriate, jurisdictional licenses – Property and Casualty
About us:
NSI Insurance Group is one of the largest independent insurance agencies in Florida, we’ve built our business creating innovative solutions for the toughest risk management challenges. Named Best Practices Agency by Independent Insurance Agents and Brokers of America three years in a row, we are passionate about serving our clients, developing our employees and giving back to our communities.
What You’ll Do:
- Handle inside sales for customer who needs help getting coverage and collect required documentation.
- Convert leads to sales through text, phone, or email by rapidly responding to customers who have requested a quote on our site.
- Adapt to a new and ever-changing technology as we build our processes and workflows.
- Help us grow and be a part of the creation of an amazing sales team by providing feedback.
What You’ll Need:
- Character: Charismatic, kind.
- Digital: You have above-average computer skills.
- Hungry: You want to make the leap into an early-stage tech startup to rapidly accelerate your growth.
- Self-Driven: You prefer to manage your own workload and figure out what needs to be done with minimal oversight.
Employee Benefits:
At NSI Insurance Group, we recognize the importance of our employees’ health and wellness. We are committed to providing a high quality, competitive employee benefit program which is designed to address our employees’ benefit needs. Our benefit package is regularly reviewed and modified to ensure we offer those benefits most valuable to both the employee and their family. Benefits include:
- Medical, dental and vision insurance - with 100% company paid premiums for medical, dental and vision insurance for full-time employees;
- Generous Paid Time Off;
- 401K Retirement Plans with company matching;
- Company paid life insurance, short and long term disability.
- Educational Assistance Program
