Senior Client Service Administrator

Join to apply for the Senior Client Service Administrator role at Oswald Companies

1 day ago Be among the first 25 applicants

Join to apply for the Senior Client Service Administrator role at Oswald Companies

Get AI-powered advice on this job and more exclusive features.

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Purpose

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.

Essential Duties And Responsibilities

• Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
• Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
• 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.
• 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, which may include adds/deletes and other amendments to the policy; 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.
• 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.

INDUSTRY KNOWLEDGE

At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge is required.

Prior Administrative Support Experience Preferred.

CERTIFICATES, LICENSES, REGISTRATIONS, PROFESSIONAL DESIGNATIONS

Property & Casualty License, Preferred

PERSONAL CHARACTERISTICS

The specific personal traits required to accomplish the essential duties of this job successfully include:

• Energetic with a desire to learn new skills
• Strong organizational skills with ability to transition quickly from one job to another
• Ability to problem solve, think logically and work independently
• Ability to demonstrate a positive attitude and lead by example consistently
• Works well under pressure and meets established deadlines
• Good verbal and written communication skills
• Capable interpersonal skills with a collaborative approach
• Ability to manage time-sensitive projects

Who is 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. So, essentially, you own your own success in a personally and financially rewarding opportunity.

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. Don’t believe us? Ask your friends, colleagues, and mentors about Oswald. There’s a reason 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…