Client Service Assistant - Tampa

2 days ago Be among the first 25 applicants

The Client Service Assistant (
CSA
) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

• New & Renewal Accounts
  • Input Prospects, Clients, and any Acord applications into Agency Management System
  • Set up client reporting forms, paperwork, timetables, and follow-up processes
  • Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards
  • Assist with marketing efforts for new and renewing business including preparing renewal proposals
  • Create and send workers compensation claim kits to clients following their policy start
  • Provide quotes through carrier online rating portals upon request
• Accounting
  • Enter transactions for additional and return premiums and follow up for payment or refund
  • Help ensure proper collection of funds, forms, and documentation to maintain client accounts
  • Obtain documents and forms for surplus lines filing on behalf of the insured
• Post-Inception
  • Report any inconsistencies and errors to account servicer and follow up to correct them
  • Check all policies against client requests and communicate any discrepancies
• Pre-Renewal
  • Gather and organize documentation required for renewal or marketing processes
  • Help prepare annual review summaries and overviews of expiring insurance programs
  • Access and document loss/claim information for clients and prospects
  • Utilize Loss Runs to create Loss Summary for the team and insured parties
  • Review experience mod information for accuracy using Mod Master and provide options and projections as needed
• Throughout Term
  • Process client change requests and needs throughout the policy year
  • Receive, document and file all claims by insured, liaising with appropriate parties as necessary
  • Manage cancellation requests to carrier, ensuring accurate and timely resolution
  • Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews
  • Provide clerical support for team as needed
• Development
  • Collaborate with Training & Development team to assist in teaching and job shadows for newer team members
  • Obtain Property & Casual Insurance Agent's License within first 3 months of employment

• Proficiency in data management and administrative tasks
• Strong organizational skills and keen attention to detail
• Ability to work collaboratively in a team environment
• Time management and workflow prioritization
• Effective oral and written communication
• Eagerness to learn and be engaged

Learn more about what we do:

We are Selfless
, Stewards of our Partnerships
.

We have a fantastic culture...

And we're here to support you!

• Unlimited PTO
• Health Insurance (Medical/Dental/Vision)
• Safe Harbor 401K (We contribute 3% regardless of whether you do!)
• Dress For Your Day
• Flexible Work Schedule
• Clear Growth Path
• In-House Continuing Education
• Team Outings & Events
• Community Outreach