What are the responsibilities and job description for the Associate Client Manager position at CHERRY CREEK INSURANCE AGENCY INC?
Job Description
Job Description
Job Title : Associate Client Manager
Department : Commercial Lines
Reports To : Senior Associate Client Manager
FLSA Status : Non-Exempt
POSITION SUMMARY : The Associate Client Manager, a client interacting position, supports Advisors, Account Executives, Account Managers, and the client by completing various tasks common in day-to-day commercial insurance servicing. Prompt, accurate and professional handling of requests, both internally and directly for the client will ensure clients receive the best possible experience.
KEY RESPONSIBILITIES :
- Retrieve electronic copy of endorsements, policies and other documents from carrier website and attach to the appropriate client in Epic.
- Orders loss runs and experience modification worksheets from insurance carriers via email requests or retrieval from carrier websites.
- Create and send pre-renewal, applications, and questionnaires to the team via the Indio platform.
- Build proposal templates for the service team.
- Obtain quotes for less complex, mono-line policies via carrier websites.
- Issue and distribute to clients, new and renewal insurance certificates, and evidence of property to clients, including generating certificate holder lists at pre-renewal.
- Order MVR as needed for underwriting purposes.
- Issue auto ID cards.
- Request policy changes from carriers, update the client’s application, document appropriately in Epic, and follow up until changes are received.
- Processes carrier endorsements and premium audits by verifying accuracy, invoicing, sending letters to clients and ensuring Epic data base was updated.
- Process direct bill notices of cancellation by contacting carrier, determining if payment has been made, and notifying the Account Manager of outcome.
- Respond to internal and external emails within 24 hours with an acknowledgement of receipt and a timeline for follow-up.
- Review electronically scanned mail and process through proper activities.
- Input various types of client data into Epic.
- Check policies for accuracy, make note of any discrepancies and obtain direction from Account Manager on how to handle discrepancies.
- Participate in training to enhance knowledge and skills and stay current with industry changes.
- Attach and maintain all correspondence in Epic as required in department procedures.
- Attend and participate in department meetings as well as other meetings as needed.
- May handle traditional client servicing associated with full or reduced book of business.
QUALIFICATIONS :
FUNCTIONAL / TECHNICAL KNOWLEDGE & SKILLS :
COMPENSATION INFORMATION :
SUPERVISORY RESPONSIBILITY : This position does not have any supervisory responsibilities.
WORK ENVIRONMENT : This position operates in a professional office environment. This role routinely uses standard office equipment such as computers, tablets, phones, and multi-function printers.
PHYSICAL DEMANDS : While performing the duties of this job, the employee is regularly required to talk and / or listen, frequently stand; walk; sit for extended periods of time, use hands; and reach with hands and arms.
Salary : $21 - $34
