What are the responsibilities and job description for the Operations and Client Services Specialist position at Generis Tek Inc.?
We are seeking a detail-oriented Operations and Client Services Specialist to join our team at Generis Tek Inc.
The ideal candidate will have excellent communication and interpersonal skills, with the ability to work independently and as part of a team.
Key Responsibilities:
- Client Communication: Respond to client inquiries via email/chat regarding new and renewal processes.
- Policy Processing: Handle payments, endorsements, coverage changes and cancellation of Individual insurance policies.
- Client Management: Maintain and update client records, ensuring all information is accurate and up-to-date.
- Compliance: Ensure all operations comply with state and federal regulations, as well as company policies.
- Claims Support: Assist in the reporting of insurance claims, providing support to clients throughout the claims process.
- Documentation: Prepare and review insurance documents, ensuring accuracy and completeness.
- Collaboration: Work closely with East partners, Call Center team, Accounting Operations, and other team members to ensure smooth operations and client satisfaction.
Requirements:
- Education: High school diploma or equivalent; Associate's or Bachelor's degree in Business, Finance, or related field preferred.
- License: Valid P&C Producer License in the state of Pennsylvania required.
- Experience: 2-3 years of experience in commercial insurance operations or a related field.
Skills:
- Strong attention to detail and organizational skills.
- Excellent communication and interpersonal skills.
- Proficiency in MS Office Suite and insurance software.
- Ability to work independently and as part of a team.
- Problem-solving skills and the ability to handle multiple tasks simultaneously.
This is an exciting opportunity for a skilled professional looking to join a dynamic team and contribute to the growth and success of our organization.