Client Service Administrator

Oswald Companies-posted 3 months ago
Full-time • Entry Level
Cincinnati, OH
251-500 employees
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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 Summary: 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.

  • Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
  • Solicits renewal information by email (previous and current year application, exposure updates, etc.) from the incumbent carrier and client 90-120 days prior to renewal date; follows up to secure information at 60, 45, and 30-day touch points; escalates to Client Manager for resolution if needed.
  • Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
  • Processes automatic renewals 45 days prior to expiration date.
  • 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.
  • Collaborates with the Client Manager to collect information on marketing efforts; completes the surplus lines forms necessary to document and comply with state filing and tax requirements.
  • 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.
  • Creates new client files in the agency management system; performs accurate data entry of contact information, SIC/NAIC codes, policy lines of coverage, etc.
  • 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.
  • Upon receipt of policies and/or endorsements from carriers, reviews documents within 90 days of the effective date by comparing content to the source document for accuracy; requests corrections from carriers and follows-up for receipt; forwards the policy to the client.
  • Processes premium audits to reconcile anticipated with actual exposures; advises the Client Manager of a material difference in premium changes.
  • Documents all administrative events in the agency management system.
  • 1-3 years or more of related experience or the equivalent combination of education and experience.
  • Strong organizational skills with ability to transition quickly from one job to another
  • Ability to problem solve, think logically and work independently
  • Energetic with a desire to learn new skills
  • Ability to consistently demonstrate a positive attitude and lead by example
  • Works well under pressure and meets established deadlines
  • Good verbal and written skills
  • Capable interpersonal skills with a collaborative approach
  • Ability to manage time-sensitive projects
  • Prior Property & Casualty support experience is preferred
  • Property & Casualty License preferred.
  • At Oswald, you will have the opportunity to build a long-term career with unlimited growth potential.
  • At Oswald, you will experience our caring work environment.
  • At Oswald, you will achieve a work-life balance.
  • At Oswald, you will have access to a world-class Total Rewards package.
  • 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.
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