Client Services and Policy Processing Specialist

Work Schedule: Onsite

Location: Fort Washington, PA

MUST HAVE A VALID P&C PRODUCER LICENSE IN THE STATE OF PENNSYLVANIA

Job Summary: Responding to client inquiries via email/chat regarding new and renewal processes. Act as advisor to the client utilizing program rules and underwriting guidelines. Also, responsible for creating financial transactions to debit / credit policy accounts depending on the nature of the request.

Key Responsibilities:

• Customer Service: Provide excellent customer service to clients, addressing inquiries and resolving issues promptly including coverage questions and assisting with new business/renewal inquiries. Strong writing and reading comprehension skills are required as all our requests are handled via email.
• 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.

Qualifications:

• 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 Microsoft 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.