What are the responsibilities and job description for the Client Advocate - Health and Human Services, Small Business Accounts position at Christensen Group Inc?
Description
Account Management
- Provide day-to-day client management and servicing for Small Business Accounts in our Health and Human Services segment.
- Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
- Process incoming mail (postal, email and/or faxes) for the team and distribute to team
- Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle
- Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
- Deliver policies as directed by Producer/Client Manager/Account Executive
- Request and prepare policy endorsements
- Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive
- Process client monthly reports
- Process premium audits and deliver disputed audits to Client Manager/Account Executive
- Follow agency procedures for EPIC (client management system).
- Perform other duties as assigned.
New/Renewal Marketing
- Contribute to agency revenue and retention goals by following established Commercial Lines policies and procedures
- Review expiration checklist and manage workflow per Commercial Lines Service Standards
- Work with team to coordinate market ready submissions including specialty applications
- Review and roll renewal submissions or create Acord applications as directed by team
- Complete online rating with carriers as required for coverage placement as directed by team
- Prepare finance agreements with finance companies
- Review and issue renewal certificates, automobile identification cards, binders, claim reporting forms, invoices to distribute to clients.
Other Duties and Responsibilities
- Maintain culture of employee ownership – contribute time and support to agency/carrier events or activities that strengthen our culture
- Create and maintain a positive work environment
- Accept special assignments as directed by Department Managers
- Support agency directives in effectively managing agency/carrier relationships
- Work openly and constructively with team members to reinforce the importance of delivering an efficient, effective and high-quality work product
- Represent Christensen Group in the greatest professional and ethical manner possible
- Provide the ultimate customer experience within the boundaries of the organization’s capabilities
- Demonstrate general knowledge of agency carriers, carrier/broker marketplace and underwriting in order to coordinate with insurance companies to address client issues and solve client problems
- Keep management informed of known actions, written or verbal that may affect the ability to successfully perform assignments or adversely affect the Company operations
- Contribute to creating a safe and fun learning environment
- Commit to continued education to grow skills and knowledge
Requirements
- At least 2 years of Business Insurance customer service experience (required).
- Ability to service a business insurance book of business with little to no guidance (required).
- Ability to work in a team setting (required).
- Microsoft Office experience, specifically Word and Excel (required).
- Detail-oriented (required).
- Ability to organize and prioritize work responsibilities (required).
- Excellent communication skills – verbal and written (required).
- Active Resident Property and Casualty insurance license (required).
- Epic experience (preferred).
- Ability to navigate insurance carrier websites (preferred).
Salary : $55,000 - $68,000