Client Advocate – Construction

Jobtailor; Minnesota; On-site; USD 42,000 - 56,000; Full time

Job summary

Jobtailor is seeking a detail-oriented Customer Service Specialist for a business insurance book in Minnesota. You will manage day-to-day client servicing, handle calls and emails, and prepare policy documents under supervision.

The role requires at least 2 years of business insurance customer service, a Property and Casualty license, proficiency with Word and Excel, and strong teamwork and communication skills to support a busy team. Epic experience is a plus.

Qualifications

• At least 2 years of Business Insurance customer service experience, preferably with a construction book of business.
• Ability to service a business insurance book of business with little to no guidance.
• Ability to work in a team setting.
• Microsoft Office experience, specifically Word and Excel.
• Detail-oriented.
• Ability to organize and prioritize work responsibilities.
• Excellent communication skills – verbal and written.
• Active Resident Property and Casualty insurance license.
• Epic experience (preferred).
• Ability to navigate insurance carrier websites (preferred).

Responsibilities

• Provide day-to-day client management and servicing.
• Support team in handling calls/emails and investigating questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
• Process incoming mail (postal, email and/or faxes) for the team and distribute to team.
• Process cancellation notices/non-payment issues; advise Client Manager/Account Executive to handle.
• Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery.
• Deliver policies as directed by Producer/Client Manager/Account Executive.
• Request and prepare policy endorsements.
• Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive.
• Process client monthly reports.
• Process premium audits and deliver disputed audits to Client Manager/Account Executive.
• Follow agency procedures for EPIC (client management system).
• Perform other duties as assigned.

Skills

Customer service

Teamwork

Communication skills

Detail-oriented

Organizational skills

Prioritization

Education

Property and Casualty license

Tools

Microsoft Word

Microsoft Excel

Job description

Responsibilities

• Provide day-to-day client management and servicing.
• Support team in handling calls/emails and investigating questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
• Process incoming mail (postal, email and/or faxes) for the team and distribute to team.
• Process cancellation notices/non-payment issues; advise Client Manager/Account Executive to handle.
• Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery.
• Deliver policies as directed by Producer/Client Manager/Account Executive.
• Request and prepare policy endorsements.
• Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive.
• Process client monthly reports.
• Process premium audits and deliver disputed audits to Client Manager/Account Executive.
• Follow agency procedures for EPIC (client management system).
• Perform other duties as assigned.

Requirements

• At least 2 years of Business Insurance customer service experience, preferably with a construction book of business (required).
• Ability to service a business insurance book of business with little to no guidance (required).
• Ability to work in a team setting (required).
• Microsoft Office experience, specifically Word and Excel (required).
• Detail-oriented (required).
• Ability to organize and prioritize work responsibilities (required).
• Excellent communication skills – verbal and written (required).
• Active Resident Property and Casualty insurance license (required).
• Epic experience (preferred).
• Ability to navigate insurance carrier websites (preferred).