Construction Insurance Client Advocate

• Provide day-to-day client management and servicing

• Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto , 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.

Requirements

• At least 2 years of Business Insurance customer service experience, preferably with a construction book of business (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).

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Hard Skills

• Policy Processing
• Client Management
• Change Request Handling
• Premium Audits
• Certificate Issuance

Soft Skills

• Excellent Communication Skills
• Team Collaboration
• Organizational Skills
• Prioritization Skills

Certifications & Qualifications

• Active Resident Property and Casualty Insurance License