Client Service Administrator - P&C

Unison Risk Advisors•Bloomfield Hills, MI

About The Position

The Client Service Administrator provides internal support to an account management team for an assigned book of business. The role collaborates with sales and service staff, interfaces with clients and carriers, maintains records, and performs general administrative duties. It provides direct administrative support to one to three assigned Client Managers and Practice Leaders and responds to requests in a timely, collaborative manner. The position supports the insurance account lifecycle, including renewal information collection, certificates of insurance, automatic renewals, billing issues, new-business and renewal submissions, client and policy data updates, coverage changes, carrier communications, quotes, client deliverables, policy reviews, and premium audits. It documents administrative events in the agency management system and works with Client Managers, carriers, clients, and Central Processing Services to ensure accurate and timely service.

Requirements

One to three or more years of related experience, or an equivalent combination of education and experience.
Strong organizational skills and the ability to transition quickly between tasks.
Ability to solve problems, think logically, and work independently.
Energetic, with a desire to learn new skills.
Ability to consistently demonstrate a positive attitude and lead by example.
Ability to work under pressure and meet established deadlines.
Good verbal and written communication skills.
Interpersonal skills and a collaborative approach.
Ability to manage time-sensitive projects.

Nice To Haves

Prior Property & Casualty support experience.
Property & Casualty license.

Responsibilities

Provide direct administrative support to one to three assigned Client Managers and Practice Leaders, responding to requests in a timely and collaborative manner.
Solicit renewal information from incumbent carriers and clients 90–120 days before renewal; follow up at 60-, 45-, and 30-day touch points and escalate unresolved issues to the Client Manager.
Process requests for Certificates of Insurance as specified by clients or within 24 hours of receipt.
Process automatic renewals 45 days before expiration.
Ensure client invoices are paid as scheduled; address billing issues and work with carriers to resolve them.
Compile and electronically store documents for renewals and new-business submissions, and forward them to carriers identified by the Client Manager.
Collaborate with the Client Manager to collect information on marketing efforts and complete surplus lines forms for state filing and tax requirements.
Update Accord applications with accurate account data, including client information, policy limits, deductibles, exposure basis, and special conditions.
Process and submit client coverage-change requests to appropriate carriers, including additions, deletions, and policy amendments; follow up to confirm receipt.
Request loss-run information from carriers and obtain motor vehicle reports to qualify new or existing drivers in accordance with carrier guidelines.
Create client files in the agency management system and accurately enter contact information, SIC/NAIC codes, policy lines of coverage, and related data.
Obtain online quotes from selected carriers as requested and enter data to determine annual premiums for the coverage.
Collaborate with the Client Manager and Central Processing Services to prepare, compile, print, bind, and distribute client presentations, ensuring final documents meet expectations.
Review policies and endorsements received from carriers within 90 days of the effective date against source documents; request and follow up on corrections, then forward policies to clients.
Process premium audits to reconcile anticipated and actual exposures and advise the Client Manager of material premium changes.
Document all administrative events in the agency management system.