Client Services Admin - Renewal & Policy Support

Oswald Companies; Cleveland (OH); On-site; USD 42,000 - 62,000; Full time

Job summary

Oswald Companies in Cleveland, OH, is seeking an administrative professional to support the account management team for an assigned book of business. You will collaborate with sales and service staff, interface with clients and carriers, and maintain records.

Day-to-day responsibilities include renewal information collection, processing insurance certificates, handling invoicing, preparing client deliverables, and ensuring documents are filed accurately.

Qualifications

• 1-3 years or more of related experience or the equivalent combination of education and experience.
• Prior Property & Casualty support experience is preferred.
• Property & Casualty License preferred.
• Strong organizational skills with ability to transition quickly from one job to another.
• Ability to problem solve, think logically and work independently.

Responsibilities

• Provides direct administrative support for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
• Solicits renewal information by email from the carrier and client 90-120 days prior to renewal; follows up at 60, 45, and 30 days.
• Processes requests for Certificates of Insurance within 24 hours of receipt.
• Processes automatic renewals 45 days prior to expiration date.
• Ensures client invoices are paid as scheduled and resolves billing problems with carriers.

Skills

Organizational skills

Problem solving

Time management

Verbal and written communication

Independent work

Job description

Oswald Companies in Cleveland, OH, is seeking an administrative professional to support the account management team for an assigned book of business. You will collaborate with sales and service staff, interface with clients and carriers, and maintain records.

Day-to-day responsibilities include renewal information collection, processing insurance certificates, handling invoicing, preparing client deliverables, and ensuring documents are filed accurately.