What are the responsibilities and job description for the Client Representative, Insurance position at Gregory & Appel?
Job Type
Full-time
Description
Are you a detail-oriented professional who enjoys supporting a team, managing multiple priorities, and delivering a high level of service? As a Client Representative, you’ll play a key role in supporting client accounts, ensuring accuracy in critical processes, and helping drive a seamless client experience.
In this role, you’ll work closely with Account Managers and Senior Account Managers to support both new and existing business. You’ll also have the opportunity to balance your own workload while contributing to larger, more complex accounts, gaining valuable exposure and building expertise along the way.
Requirements
What You’ll Do
You’ll provide support to the client service team in the billing and processing of new and renewal business while managing your own responsibilities. Success in this role requires strong organizational skills, attention to detail, and the ability to work both independently and collaboratively in a fast-paced environment.
What We’re Looking For
We value the impact our colleagues make every day both inside and outside of work. Our environment supports professional growth, encourages collaboration, and provides opportunities to build a meaningful career. We’re committed to fostering a workplace where diverse backgrounds, experiences, and perspectives are welcomed and valued.
We know strong candidates may come from different paths. If your experience is close to what you see here, we encourage you to apply.
Full-time
Description
Are you a detail-oriented professional who enjoys supporting a team, managing multiple priorities, and delivering a high level of service? As a Client Representative, you’ll play a key role in supporting client accounts, ensuring accuracy in critical processes, and helping drive a seamless client experience.
In this role, you’ll work closely with Account Managers and Senior Account Managers to support both new and existing business. You’ll also have the opportunity to balance your own workload while contributing to larger, more complex accounts, gaining valuable exposure and building expertise along the way.
Requirements
What You’ll Do
- Assist Account Managers with new and renewal business, including preparing draft renewal coverage summaries
- Order loss runs and endorsements, and process policy changes as directed
- Review carrier-generated documents (policies, endorsements, audits, cancellations) for accuracy and follow up to resolve discrepancies
- Process certificates of insurance and evidence of property documents
- Support billing activities, including invoicing endorsements, audits, and cancellations
- Prepare and distribute policy documents and client communications using established templates
- Navigate carrier websites and internal systems to input and update account information with a high degree of accuracy
- Respond to client requests professionally and within expected timeframes
- Track and follow up on open tasks and process daily workflows, including unrouted attachments and application updates
You’ll provide support to the client service team in the billing and processing of new and renewal business while managing your own responsibilities. Success in this role requires strong organizational skills, attention to detail, and the ability to work both independently and collaboratively in a fast-paced environment.
What We’re Looking For
- Strong organizational skills with a high attention to detail
- Excellent written and verbal communication
- Ability to manage time effectively and handle multiple priorities
- A high sense of urgency and accountability
- Strong interpersonal skills and the ability to build positive working relationships with colleagues, clients, and carrier partners
- Comfort with technology and learning new systems
- High school diploma or equivalent required
- Bachelor’s degree or prior professional experience is a plus
- Ability to obtain a Property & Casualty license within the first few months of employment
- Willingness to pursue ongoing professional development
We value the impact our colleagues make every day both inside and outside of work. Our environment supports professional growth, encourages collaboration, and provides opportunities to build a meaningful career. We’re committed to fostering a workplace where diverse backgrounds, experiences, and perspectives are welcomed and valued.
We know strong candidates may come from different paths. If your experience is close to what you see here, we encourage you to apply.