Senior Commercial Lines Client Advocate

World Insurance Associates LLC; Columbus (OH); Presencial; USD 45 000 - 65 000; Tempo integral

Resumo da oferta

World Insurance Associates LLC in Columbus, OH, is seeking a detail-oriented insurance administrator to support client renewals and portal quotes. You will manage account details, policy data, and communications, while coordinating loss runs and carrier submissions.

Strong Excel and MS Office skills, together with accurate document handling in EPIC, CSR24, and Indio, are essential. A Property & Casualty license is required to excel in this role.

Qualificações

• 3+ years’ experience in Commercial Property & Casualty insurance.
• State Property & Casualty license required.
• College degree preferred.

Responsabilidades

• Set up and maintain accurate account details, contacts, and policy information in EPIC, CSR24, and Indio as applicable throughout the renewal process.
• Coordinate loss runs and experience modifications as applicable.
• Draft carrier submissions and client proposals.
• Support obtaining client online portal quotes.
• Draft client proposals and communications using templates and letters.
• Attach and organize documents in EPIC; create activities and assign to team members.
• Ensure renewals are processed accurately and key data elements are managed.
• Respond to escalation for client administration and related call center activities.

Conhecimentos

Customer service

Communication

Teamwork

Problem solving

Insurance knowledge

Formação académica

College degree preferred

Ferramentas

EPIC

CSR24

Indio

Excel

MS Word

Descrição da oferta de emprego

World Insurance Associates LLC in Columbus, OH, is seeking a detail-oriented insurance administrator to support client renewals and portal quotes. You will manage account details, policy data, and communications, while coordinating loss runs and carrier submissions.

Strong Excel and MS Office skills, together with accurate document handling in EPIC, CSR24, and Indio, are essential. A Property & Casualty license is required to excel in this role.