P&C - Client Service Assistant

Overview

The Client Service Assistant (
CSA
) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

• New & Renewal Accounts
  • Input Prospects, Clients, and any Acord applications into Agency Management System
  • Set up client reporting forms, paperwork, timetables, and follow-up processes
  • Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards
  • Assist with marketing efforts for new and renewing business including preparing renewal proposals
  • Create and send workers compensation claim kits to clients following their policy start
  • Provide quotes through carrier online rating portals upon request
• Accounting
  • Enter transactions for additional and return premiums and follow up for payment or refund
  • Help ensure proper collection of funds, forms, and documentation to maintain client accounts
  • Obtain documents and forms for surplus lines filing on behalf of the insured
• Post-Inception
  • Report any inconsistencies and errors to account servicer and follow up to correct them
  • Check all policies against client requests and communicate any discrepancies
• Pre-Renewal
  • Gather and organize documentation required for renewal or marketing processes
  • Help prepare annual review summaries and overviews of expiring insurance programs
  • Access and document loss/claim information for clients and prospects
  • Utilize Loss Runs to create Loss Summary for the team and insured parties
  • Review experience mod information for accuracy using Mod Master and provide options and projections as needed
• Throughout Term
  • Process client change requests and needs throughout the policy year
  • Receive, document and file all claims by insured, liaising with appropriate parties as necessary
  • Manage cancellation requests to carrier, ensuring accurate and timely resolution
  • Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews
  • Provide clerical support for team as needed
• Development
  • Collaborate with Training & Development team to assist in teaching and job shadows for newer team members
  • Obtain Property & Casual Insurance Agent’s License within first 3 months of employment

• Proficiency in data management and administrative tasks
• Strong organizational skills and keen attention to detail
• Ability to work collaboratively in a team environment
• Time management and workflow prioritization
• Effective oral and written communication
• Eagerness to learn and be engaged

Learn more about what we do:

We are Selfless
, Stewards of our Partnerships
.

We have a fantastic culture...

And we’re here to support you!

• Unlimited PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Dress For Your Day
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.