Senior Client Service Administrator

Oswald Companies-posted 4 months ago
Full-time • Entry Level
Cincinnati, OH
251-500 employees
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Oswald Companies seeks goal-driven professionals ready to take their career to the next level. The job purpose is to provide internal support to an account management team for an assigned book of business; collaborating with sales and service staff by account, interfacing with clients and carriers, maintaining records, and performing other general administrative duties.

  • Provides direct administrative support as required for assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner.
  • Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request.
  • 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.
  • 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.
  • 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.
  • At least 1 to 3 or more years of Property & Casualty Insurance industry knowledge is required.
  • Prior administrative support experience preferred.
  • Property & Casualty License, Preferred.
  • 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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