Client Advocate - Construction

Responsibilities Provide day-to-day client management and servicing. Support team in handling calls/emails and investigating questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions). Process incoming mail (postal, email and/or faxes) for the team and distribute to team. Process cancellation notices/non-payment issues; advise Client Manager/Account Executive to handle. Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery. Deliver policies as directed by Producer/Client Manager/Account Executive. Request and prepare policy endorsements. Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive. Process client monthly reports. Process premium audits and deliver disputed audits to Client Manager/Account Executive. Follow agency procedures for EPIC (client management system). Perform other duties as assigned. Requirements At least 2 years of Business Insurance customer service experience, preferably with a construction book of business (required). Ability to service a business insurance book of business with little to no guidance (required). Ability to work in a team setting (required). Microsoft Office experience, specifically Word and Excel (required). Detail-oriented (required). Ability to organize and prioritize work responsibilities (required). Excellent communication skills – verbal and written (required). Active Resident Property and Casualty insurance license (required). Epic experience (preferred). Ability to navigate insurance carrier websites (preferred). #J-18808-Ljbffr