What are the responsibilities and job description for the Client Service Coordinator position at Walsh Duffield Companies, Inc.?
JOB SUMMARY:
The primary purpose of this job is to service the Property and Casualty insurance programs for assigned clients of the Commercial Insurance Division.
ESSENTIAL FUNCTIONS
Agency specific training will be provided.
- Provide administrative support to the commercial lines department and WD management.
- Assist the commercial lines department with online quoting with various carriers.
- Responsible for clerical items including but not limited to scanning, reviewing mail, front desk support.
- Cross train as needed.
- Adhere to the stated expectations of the E&O Plus Quality Management Program.
ADDITIONAL RESPONSIBILITIES
- Efficiently and accurately assist with account servicing for customers and insurance carriers. This includes collecting account information, completing service requests and assisting in preparing client proposals.
- Interact with others effectively by utilizing good communication skills; cooperate positively and provide information and guidance as needed to contribute to the business efforts of the agency.
- Maintain required and additional continuing education requirements for license and/or professional designations.
- Accurately document conversations in agency management system with clients, sending confirmations to clients and adhering to all other agency procedures that are established.
- Develop and maintain knowledge of commercial coverage including carrier appetite, procedures, underwriting and risk management techniques.
- Participate in training and seminar courses.
- Carrier download suspense process.
- Review DMV suspensions.
- Lookup carrier LCM’s and pull experience mods.
- Perform other miscellaneous duties as assigned by agency management.
EDUCTATION AND EXPERIENCE
- 1-3 year’s experience in Commercial Insurance, preferred
- NYS Property and Casualty license, required (after 6 months of employment)
KNOWLEDGE AND SKILLS
- Strong commitment to high quality service delivery.
- Ability to work independently.
- Ability to understand written and oral communication and interpret abstract information.
- Ability to communicate orally and in writing with others to explain complex issues, receive and interpret complex information and respond appropriately.
- Knowledge of insurance products, usage and markets.
- Ability to utilize computer systems and programs and understand functionality.
- Proficiency in Microsoft Office.
- Time management, problem solving and decision making.
- Ability to participate in a team environment.
Reports to/Department
Manager of Commercial Insurance Operations
FLSA Job Classification
Non-Exempt (Full-Time)
ADA Requirements
Walsh Duffield Cos., Inc. complies with the Americans with Disabilities Act. Reasonable accommodations may be made to qualified individuals with disabilities to perform the essential functions of this position.
Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
While performing the duties of this job, the employee is regularly required to sit while using hands to use a computer or other technologies. The employee frequently is required to see, talk and hear. The employee is occasionally required to stand, walk, and reach with hands and arms.
The employee must regularly lift and/or move up to 10 pounds.
The noise level in the work environment is usually light.
This job description is intended to describe the normal level of work required by the person performing the work. The principle duties outlined are the essential responsibilities and duties. Other duties may be assigned as needs rise, or as required.
This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. All requirements may be modified to accommodate physically or mentally challenged staff members reasonably.
Walsh Duffield Cos., Inc. is an equal opportunity employer (EOE) and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
