Insurance Client Services & Renewals Specialist

Unison Risk Advisors; Michigan; On-site; USD 42,000 - 52,000; Full time

Job summary

Unison Risk Advisors is seeking an administrative support professional to assist the account management team for an assigned book of business in Michigan. You will collaborate with sales and service staff, interface with clients and carriers, and maintain records and general administrative duties.

In this role you will handle renewals, certificates of insurance, billing inquiries, client documentation, and data entry in the agency management system, ensuring accuracy and timely delivery.

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

• Provide direct administrative support for one to three assigned Client Managers and Practice Leaders; respond to requests promptly.
• Solicit renewal information by email from incumbent carrier and client 90-120 days before renewal; follow up at 60, 45, and 30 days.
• Process requests for Certificates of Insurance within 24 hours of receipt.
• Process automatic renewals 45 days prior to expiration date.
• Ensure client invoices are paid; resolve billing problems with carriers as needed.
• Compile documents for client renewals or new business submissions; forward to carriers.
• Collaborate to collect marketing information and complete surplus lines forms for state filing/tax requirements.
• Update Accord applications with account data (client info, policy limits, deductibles, etc.).
• Process and submit change requests to carriers; follow up for receipt.
• Obtain loss run information and motor vehicle reports per carrier guidelines.
• Create new client files in the agency management system; data entry of contacts, SIC/NAIC codes, policy lines.
• Obtain online quotes; enter data to determine annual premium.
• Collaborate to prepare client deliverables including printing, binding, and distribution of presentations.
• Review policies/endorsements within 90 days of effective date; request corrections and forward to client.
• Process premium audits to reconcile exposures; inform Client Manager of material differences.
• Document all administrative events in the agency management system.

Skills

Attention to detail

Time management

Communication skills

Organizational skills

Independent worker

Education

High school diploma or equivalent

Tools

MS Office

Agency management system

Job description

Unison Risk Advisors is seeking an administrative support professional to assist the account management team for an assigned book of business in Michigan. You will collaborate with sales and service staff, interface with clients and carriers, and maintain records and general administrative duties.

In this role you will handle renewals, certificates of insurance, billing inquiries, client documentation, and data entry in the agency management system, ensuring accuracy and timely delivery.