What are the responsibilities and job description for the Client Representative position at Unison Risk Advisors?

Working at RCM&D and SISCO is ideal for those seeking a challenging, rewarding and upwardly mobile career in risk management, insurance and employee benefits. Dedicated to fostering their continued success and growth, we are deeply invested in our employees.

Job Summary :

The Client Representative performs account transactions, summaries, endorsements, certificates, billing, follow-up, correspondence and other essential functions to assist the Client Manager on assigned accounts.

Essential Functions :

Develop thorough understanding of client businesses, their policies, practices and industries.
Review policy documents for accuracy prior to customer delivery.
Maintain EPIC agency management system with up-to-date information regarding the clients' current policy coverages (e.g. coverage limits, endorsements, driver / vehicle lists, certificate holders, etc.)
Maintain own activity system within EPIC on outstanding endorsements, correspondence, audits, reports, reporting form coverage, claims and follow up on overdue and suspense items; assist in maintaining expiration control log
Prepare and ensure delivery of certificates, account summaries (to include premium and loss experience as well as coverage), endorsements, policies, lost policy releases, FR19s, auto identification cards, and account balance statuses when requested. Initiate correspondence with companies and clients
Process and follow up with clients on cancellation / late notice and reinstatement requests.
Prepare billing following agency's credit and collection policies.
Assist in handling prompt review of all audits (rates, payrolls and / sales) with risk advisors / commercial account manager. Arrange for corrections with customer and company to protect collection.
Ability to issue endorsements on EPIC system and through carrier website.
Assist in the reporting of claims for clients and update EPIC with the claim information
Maintain basic knowledge of insurance / area of specialty.
Understand and stay current with technical and professional standards.
Service clients in accordance with PAR E&O professional service standards, E&O Plus quality management guidelines, and other practice guidelines.
Provide good customer service both internally and externally.
Comply with all E&O Plus, legal and regulatory requirements.
Maintain a thorough understanding of carrier practices, agency management systems, and underwriting requirements.
Participate in special projects at management's request.
Keep Client Managers, Client Executives and Risk Advisors fully informed of all-important activities and potential problems on the accounts.
Additional job duties as assigned.
Possess time management skills.
Prioritize tasks to meet deliverable deadlines and meet expectations.

Minimum Education / Abilities / Skills :

High School diploma or GED, plus one to two years of insurance experience with handling accounts at a high level of responsibility; a bachelor's degree in business or other related field is a plus.

Experience with Applied EPIC is desired, but not required.

Excellent interpersonal skills for positive interaction with customers and co-workers, supporting the team concept of the department.

Ability to work independently with limited supervision.

Ability to accurately perform basic mathematical calculations.

Ability to learn third party computer programs / sites.

Ability to be productive and anticipate next steps in the process.

Possess critical thinking skills to offer alternative products or services to clients.

Possess necessary accounting and analytical skills.

Be a team player with a positive attitude and willingness to learn; work collaboratively with internal and external stakeholders.

Possess strong oral and written communication skills.

Demonstrates accountability, works well under pressure, and is able to meet deadlines and deliverables.

Maintains a customer-centric focus; is highly responsive to internal and external stakeholders' needs and requests, and is able to manage and meet their expectations.

Demonstrates agility and is able to multi-task, as well as pivot to changing priorities, as circumstances warrant.

Projects confidence in interactions with colleagues and clients.

Work and adapt to people with different work styles.

Contribute to team efficiency by sharing knowledge and best practices.

Has a strong attention to detail.

Possesses solid organizational, time management and project management skills.

Proficient with Microsoft Office Suite.

Other Qualifications : Certificates, Licenses, Registrations Required to Perform the Essential Job Functions

Possess appropriate, jurisdictional licenses -Property and Casualty

RCM&D, a Unison Risk Advisors company and founding member of Assurex Global, is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Finding and cultivating talent is a hallmark of our organization. RCM&D looks for the best and brightest risk management, insurance and employee benefits professionals to join our firm. As a growing and vibrant business, we also recruit savvy marketing, sales, finance, human resources, technology and administrative colleagues to manage and operate our business.

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