What are the responsibilities and job description for the Client Advocate - Senior Living Focus position at Christensen Group Inc?
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