Client Advocate - Senior Living Focus

Description

Essential Duties and Responsibilities

Account Management

· Provide day-to-day client management on a book of business that primarily focuses on senior living accounts. 

· 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

· Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery

· Deliver policies as directed by Producer

· Request and prepare policy endorsements

· Issue certificates of insurance and deliver special handling certificates

· Process client monthly reports

· Process premium audits and deliver disputed audits

· Follow agency procedures for client management system

Other Duties and Responsibilities

• Accept special assignments as directed by leader
• Support agency directives in effectively managing agency/carrier relationships
• 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

Requirements

· At least 3 years of Business Insurance customer service experience (required). 

· Experience with working on books of business that primarily focus on senior living (preferred).

· Experience with online quoting and overall knowledge of the commercial insurance marketplace (required).

· Ability to work in a team setting (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).

· Microsoft Office experience, specifically Word and Excel (preferred)

· Ability to navigate insurance carrier websites (preferred).

Salary : $55,000 - $73,000