Senior Client Service Administrator - Property & Casualty

JOB PURPOSE

Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties.

Provides direct administrative support as required for one to three 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

• Energetic with a desire to learn new skills
• Strong organizational skills with ability to transition quickly from one job to another
• Ability to problem solve, think logically and work independently
• Ability to demonstrate a positive attitude and lead by example consistently
• Works well under pressure and meets established deadlines
• Good verbal and written communication skills
• Capable interpersonal skills with a collaborative approach
• Ability to manage time‑sensitive projects

• Unlimited growth potential in a long‑term career path
• Caring work environment with a focus on volunteer opportunities and paid volunteer time off
• Work‑life balance encouraged and practiced, with support for physical and emotional well‑being
• World‑class Total Rewards package, including competitive pay, performance‑based annual incentive program, and eligibility for an annual bonus
• 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 through 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 advance careers
• And so much more!

Oswald, a Unison Risk Advisors company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any other characteristic.