Senior Client Service Administrator

Oswald Companies; Cincinnati (OH); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Performance-based annual incentive program

Comprehensive medical, dental and vision plans

Paid time off annually

Ownership in the company

Assistance with parking expenses

Leadership development programming

Job summary

Oswald Companies is looking for a goal-driven professional for administrative support within their account management team in Cincinnati, Ohio. The ideal candidate will assist in various tasks including processing requests for Certificates of Insurance, ensuring timely invoice payments, and compiling documents for renewals.

We seek individuals with 1-3 years of experience in the Property & Casualty Insurance industry, strong organizational and communication skills, and a collaborative mindset.

In addition to competitive pay, we offer comprehensive benefits and an incentive program.

Qualifications

• At least 1 to 3 years of Property & Casualty Insurance industry knowledge.
• Prior Administrative Support Experience Preferred.
• Property & Casualty License Preferred.

Responsibilities

• Provide support to account management team for an assigned book of business.
• Process requests for Certificates of Insurance within 24 hours.
• Ensure client invoices are paid as scheduled.
• Compile documents for client renewals or new business submissions.
• Update Accord applications to reflect accurate account data.
• Process client change requests for coverage adjustments.
• Request information on loss runs from the related carrier.
• Obtain online quotes from selected carriers.
• Collaborate with Client Manager for presentations.

Skills

Property & Casualty Insurance industry knowledge

Strong organizational skills

Communication skills

Problem-solving skills

Ability to work under pressure

Job description

Would you like to take ownership in a dynamic, high-growth business that truly walks the talk?

Oswald Companies seeks goal-driven professionals ready to take their career to the next level.

Job Purpose

Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

Essential Duties And Responsibilities

• Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
• Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
• Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems.
• Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up.
• Updates Accord applications to reflect account data accurately which includes client information, policy limits, deductibles, exposure basis, special conditions, and other information as needed.
• Processes and submits to the appropriate carrier(s) client change requests for adjustments in coverage, which may include adds/deletes and other amendments to the policy; follows up to obtain receipt.
• Contacts the related carrier to request information on loss runs as needed; obtains motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines.
• Obtains online quotes from selected carriers as requested; enters data to determine the annual premium for the related coverage.
• Collaborates with the Client Manager and the Central Processing Services department to prepare client deliverables, which include the compilation, printing, binding and distribution of presentations; ensures the final document meets expectations.

Qualifications

• At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge.
• Prior Administrative Support Experience Preferred.
• Property & Casualty License, Preferred.

Personal Characteristics

• Energetic with a desire to learn new skills
• Strong organizational skills with ability to transition quickly from one job to another
• Ability to problem solve, think logically and work independently
• Ability to demonstrate a positive attitude and lead by example consistently
• Works well under pressure and meets established deadlines
• Good verbal and written communication skills
• Capable interpersonal skills with a collaborative approach
• Ability to manage time-sensitive projects

Benefits

• In addition to competitive pay, we have designed a performance-based annual incentive program. All employees are eligible to earn a bonus by meeting performance objectives.
• Comprehensive medical, dental and vision plans and numerous supplemental benefit offerings.
• Paid time off annually and a sabbatical at every 10-year service anniversary.
• Ownership in the company in the form of company stock (discretionary profit-sharing and 401(k) match contribution)
• Assistance with parking expenses, discount programs for area services/experiences, and financial support for professional development and licensure/designations
• Access to specialized leadership development programming designed to take your career to the next level.
• And so much more!

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic.