What are the responsibilities and job description for the Client Service Assistant position at Sterling Seacrest Pritchard?
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.
WHAT YOU’LL DO (Essential Job Tasks)
As a Client Service Assistant, you will:
New & Renewal Accounts
Learn more about what we do: https://sspins.com/
We are Selfless, Stewards of our Partnerships.
We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ
And we’re here to support you!
Perks/Benefits
WHAT YOU’LL DO (Essential Job Tasks)
As a Client Service Assistant, you will:
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
- 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
- Report any inconsistencies and errors to account servicer and follow up to correct them
- Check all policies against client requests and communicate any discrepancies
- 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 ModMaster and provide options and projections as needed
- 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
- 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 prioritizationEffective oral and written communication
- Eagerness to learn and be engaged
Learn more about what we do: https://sspins.com/
We are Selfless, Stewards of our Partnerships.
We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ
And we’re here to support you!
Perks/Benefits
- 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
