Client Representative, Insurance

Gregory & Appel Inc•Indianapolis, IN

11d

About The Position

As a Client Representative, you’ll play a key role in supporting client accounts, ensuring accuracy in critical processes, and helping drive a seamless client experience. In this role, you’ll work closely with Account Managers and Senior Account Managers to support both new and existing business. You’ll also have the opportunity to balance your own workload while contributing to larger, more complex accounts, gaining valuable exposure and building expertise along the way. Success in this role requires strong organizational skills, attention to detail, and the ability to work both independently and collaboratively in a fast-paced environment.

Requirements

Strong organizational skills with a high attention to detail
Excellent written and verbal communication
Ability to manage time effectively and handle multiple priorities
A high sense of urgency and accountability
Strong interpersonal skills and the ability to build positive working relationships with colleagues, clients, and carrier partners
Comfort with technology and learning new systems
High school diploma or equivalent required
Ability to obtain a Property & Casualty license within the first few months of employment

Nice To Haves

Bachelor’s degree or prior professional experience is a plus
Willingness to pursue ongoing professional development

Responsibilities

Assist Account Managers with new and renewal business, including preparing draft renewal coverage summaries
Order loss runs and endorsements, and process policy changes as directed
Review carrier-generated documents (policies, endorsements, audits, cancellations) for accuracy and follow up to resolve discrepancies
Process certificates of insurance and evidence of property documents
Support billing activities, including invoicing endorsements, audits, and cancellations
Prepare and distribute policy documents and client communications using established templates
Navigate carrier websites and internal systems to input and update account information with a high degree of accuracy
Respond to client requests professionally and within expected timeframes
Track and follow up on open tasks and process daily workflows, including unrouted attachments and application updates
Provide support to the client service team in the billing and processing of new and renewal business while managing your own responsibilities.