Assistant Client Manager

The Fedeli Group; Independence Township (OH); Hybrid; USD 42,000 - 54,000; Full time

Benefits offered by this job

Hybrid work schedule

Professional office environment

Job summary

The Fedeli Group in Ohio is seeking an Insurance Administrative Assistant to support Client Managers and Producers with daily service needs, renewals, and documentation.

You will handle invoices, binders, endorsements, and policy releases, maintain electronic files, and participate in special projects. A valid Ohio P&C license is preferred, with hybrid schedule flexibility. Strong computer skills and organization are essential.

Qualifications

• High School diploma or GED required.
• Bachelor’s Degree preferred.
• Experience with Applied EPIC agency management system.
• Active Ohio P&C license or pending.
• Knowledge of commercial lines coverage.

Responsibilities

• Assist Client Managers, Client Executives and Producers with daily service needs.
• Prepare binders, certificates, auto IDs, endorsements, policies and releases.
• Prepare invoice transactions and finance agreements.
• Assist in renewals submissions 90–120 days before expiration.
• Maintain electronic files and activity documentation.

Skills

Strong Computer Skills

Strategic Thinking

Decision Making

Communications

Presentation Skills

Education

High School diploma or GED

Bachelor’s Degree

Ohio P&C license (active or pending)

Tools

Applied EPIC agency management system

Job description

Provide assistance and support to Client Manager(s) in servicing new and renewal business. Promptly and professionally assist clients with daily service needs. Regular interaction with producers, account executives, account managers and carrier representatives to deliver a superior client service experience.

Reports To

Essential Functions

• Obtain Ohio Property & Casualty Insurance License within 90 days of hire
• Adhere to all agency procedures and E&O guidelines.
• Maintain the integrity of all electronic files by documenting all activity correspondence, phone calls, faxes, emails, and request for changes, etc.
• Provide technical support to client managers, client executives and producers.
• Participate in special projects and other duties assigned.
• Prepare binders, certificates, auto identification cards, endorsements, policies, and lost policy release, as needed.
• Prepare invoice transactions including preparation of finance agreements.
• Preparation of insurance summaries
• Assist client managers, client executives and producers to prepare submissions for renewal business within 90-120 of policy expiration.
• Check new and renewal policies, endorsements and audits for accuracy and rating, typing, coverages and forms.
• Assist Client Manager in maintaining his/her expiration log of existing book of business.
• Exhibits proficiency in using the agency management system, per TFG’s written workflows.
• Ethical Conduct
• Strong Computer Skills
• Strategic Thinking
• Decision Making
• Communications Proficiency
• Presentation Skills

Supervisory Responsibility

None

Flexibility for hybrid work schedule.

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, cell phones, photocopiers, filing cabinets and fax machines.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Position Type / Expected Hours of Work

Full Time Position – 40-hour work week

Travel

Travel is minimal, although some out-of-area and overnight travel may be expected

Required Education & Experience

• High School diploma or GED

Preferred Education & Experience

• Bachelor’s Degree
• Experience using Applied EPIC agency management system
• Active Ohio P&C license or Pending
• Development of knowledge of commercial lines coverage

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.