Client Advocate – Construction

Responsibilities

• Provide day-to-day client management and servicing.
• Support team in handling calls/emails and investigating 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.

• 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).