Project Manager

Socket.dev; Missouri; On-site; USD 52,000 - 72,000; Full time

Job summary

Socket.dev seeks a seasoned Client Services specialist to manage inquiries, documentation, and communications for our client base in the insurance admin space.

You will support coverage implementations, gather data, collect carrier quotes, and audit binders and endorsements while coordinating with Producers and Accounting to resolve billing discrepancies. Strong MS Office skills and regulatory awareness are essential.

Qualifications

• Bachelor’s degree or equivalent experience.
• 3–7 years of Client services experience.
• Strong MS Office (Word, Outlook, Excel, PowerPoint)
• Excellent verbal and interpersonal communication skills
• Understanding of industry trends and regulations
• Ability to attend meetings including industry training
• Ability to comply with policies and protect confidentiality
• Able to organize work and manage time to meet deadlines
• Willingness to travel by automobile and aircraft
• Legally able to work in the United States

Responsibilities

• Responds to Client inquiries and maintains documentation of communications and resolutions
• Supports implementation of new lines of coverage by coordinating with Client and Carrier
• Gathers exposure information and loss data from Clients
• Requests and collects quotes from carriers; audits quotes, binders and endorsements
• Processes audits and creates analyses for Clients
• Updates policy specifications and summaries as changes occur
• Generates materials for Client presentations and meetings
• Manages invoicing and billing communications
• Collaborates with Producer and Accounting to resolve billing issues
• Researches industry trends and regulatory changes
• Performs other duties as needed

Skills

Client services

Communication

Time management

Organization

Confidentiality

Meet deadlines

Education

Bachelor’s Degree in Business Administration or related field

Tools

MS Office

Job description

Description:

• Services designated book of business as relating to marketing, claims, and administration
• Responds to Client’s inquiries, maintains documentation of communications, existing issues, and issue resolutions
• Supports implementation of new lines of coverage by setting up account, collecting needed documentation, and reviewing plan details with Client and Carrier
• Gathers and compiles exposure information from the Client, including compiling loss-run schedules and client stratifications
• Requests and collects quotes (new and renewal) from carriers
• Audits quotes, binders, and endorsements and makes requests for changes as needed
• Processes audits and creates audit analysis for Client
• Receives policy, then updates and completes policy check to ensure completeness
• Updates specifications, application, and summary information to reflect changes during the year
• Monitors receipt of quotes from carriers once submitted and negotiated by more senior staff
• Binds coverage under direction of the Unit Manager/Account Executive
• Informs Client of any and all changes that may affect insurance premiums or coverage
• Gathers and compiles information for new business opportunities
• Inputs Client information into data management system, ensuring accuracy and completeness
• Generates materials for Client presentations and meetings
• Creates and sends compliance communications as needed
• Issues and processes Client invoicing
• Engages with Producer and Accounting Department to appropriately determine action plan and assist in collection efforts or billing discrepancies
• Researches industry trends and governmental regulations
• Performs other responsibilities and duties as needed

Qualifications:

• Bachelor’s Degree in Business Administration or related field and/or years of experience equivalent
• Typically three to seven years of Client services experience is required
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, and PowerPoint)
• Strong verbal and interpersonal communication skills required
• Understands industry trends and governmental regulations
• Ability to complete continuing education requirements as needed
• Ability to attend company, department, and team meetings as required, including industry training sessions
• Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information
• Ability to efficiently organize work and manage time in order to meet deadlines
• Ability to travel by automobile and aircraft
• Ability to use office equipment such as a computer, keyboard, calculator, photocopier, and facsimile machine
• Ability to work on a computer for a prolonged amount of time
• Ability to work outside of normal business hours as needed
• Legally able to work in the United States