Client Service Associate
About The Position
Commercial Insurance Account Assistant http://j.rfer.us/AJGRLWApz Key Responsibilities: Support the Commercial Insurance Account Manager in tactical execution of the client support plans. Interact with clients to provide daily program servicing, maintain accurate and complete client data and provide responsive communication to client and underwriting facilities. This position offers growth and development opportunities for long term career success. Build a dynamic, rewarding career at Harden, where we engage in a life-long learning process and fulfill professional and personal aspirations in a family-friendly, mutually supportive environment. At Harden, we reward associates based upon acquired skills, competencies and achieving client objectives. High performers will find incentives and support they need to fuel their drive and talents. Established in 1953, Harden is one of Florida’s leading independent insurance brokerage and risk management consulting firms. Serving clients nationwide, our professionals provide a broad range of services including employee benefits, commercial insurance, risk management, financial services, personal insurance, and human resources administration outsourcing. As a leader in insurance, risk management and employee benefits services, our consistent execution of detailed service plans centered on client objectives is what differentiates us. Our most critical role is ensuring enterprise risks are managed so that the uncertainty of financial loss resulting from our clients’ unique exposures to loss are minimized. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Requirements
- At least 1-year general office experience strongly desired
- Proficiency in Microsoft Excel
Nice To Haves
- College degree preferred.
- Florida Customer Representative (4-40) license will be required; training toward Intro and INS Certificate helpful.
- Insurance agency and/or carrier experience helpful.
Responsibilities
- Maintain accurate client data information systems
- Prepare confirmation documentation and administration manual
- Input service calendars into automated calendar/activity systems
- Perform initial policy check-in
- Issue certificates of insurance, evidence of property, and auto identification cards
- Prepare claim loss notice, transmit to company, and assign for resolution
- Update database with risk profile data
- Process change requests and cancellations
- Invoice agency billed premiums and maintain premium history
- Order loss runs
- Prepare summaries/schedules of insurance
- Establish, maintain and purge policy files
- Participate in internal pre-renewal meetings
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
