Senior Client Account Representative

at  FOCUS Employment Solutions LLC

Experience Level: Associate
Experience Required: 5 Years
Education Level: Bachelors Degree
Job Function: Non-IT Consultant
Industry: Insurance
Relocation Assistance: No
Visa Sponsorship Eligibility: No
This role can be remote anywhere in the United States!

REQUIREMENTS:

• Bachelor’s degree in Risk Management, Business Administration, Finance, or a related field
• Relevant professional certifications (e.g., CIC, CRM, ARM, CPCU) would be advantageous.
• Minimum of 5 years of experience in Insurance, Property Casualty focused.
• PC broker license, or ability to obtain one within 90 days of hire.
• Strong Excel proficiency (look up, pivot tables, managing large data sets) and working knowledge of the Microsoft Office Suite
• Exceptional interpersonal skills coupled with strong written and verbal communication.
• Excellent organizational and time management skills; must be a self-starter, proactive, responsive, and resourceful.
• Must have keen attention to detail with a focus on accuracy.
• Must enjoy a fast-paced working environment.

• Support clients, account executives, and client executives with indicators about insurance programs and daily services.
• Collaborate internally and externally to drive business decisions and improve the client experience throughout the day-to-day services, proposal, and renewal process.
• Facilitate claims notification, contracts review, and audits review, follow up regarding endorsements, policy issuance, extensions, and cancellations, and escalate concerns to the direct manager or client team, as appropriate.
• Monitor the renewal cycle by ensuring the renewal protocol is completed (via available tools), gathering information, tracking quotes, and ensuring documents are issued correctly and on time in accordance with our professional standards.
• Monitor the maintenance of proper records for reporting and audit purposes and process insurance and claims details into the database.
• Strengthen and maintain client and team relationships to provide best-in-class service and drive growth and retention.
• Respond directly to simple and moderately difficult client questions and requests and solicit assistance as needed.
• Ensure all client information is collected, reviewed, updated, and communicated to teams for optimal program solutions and pricing.
• Participate in meetings with clients and insurers throughout the renewal cycle as necessary.

What can you expect?

• This position is critical to successfully supporting the Company, working directly with the client’s risk and operational teams on projects.
• You will be expected to go through the Company’s on-the-job training for day-to-day insurance service tasks and renewal cycles and learn the interworkings of the clients risk management team and systems platform.
• You will work with a highly acquisitive senior living operator and be expected to organize and manage data for new acquisitions on a regular basis. You will also support the integration efforts with the client risk management team.
• In this dual-facing role, you will work closely with the client risk management teams.
• You will be expected to take the lead on tasks including, but not limited to, gathering exposure data in Excel, compiling renewal applications, and creating loss summaries in Excel. Maintain accurate records of insurance policies, certificates, and coverage details, as well as request and administer certificates and auto insurance cards. Coordinate the renewal process for various insurance policies, including property, liability, and other relevant coverages. Manage billing and payment reconciliation, lender/owner requirements, policy review and transmittals, and endorsements tracking and transmittal.
• Analyze performance metrics and provide recommendations for enhancing the program’s effectiveness.
• Work closely with consultants and actuaries to assess risk exposures and optimize the program structures.
• Oversee various programs, ensuring timely claims processing and adherence to relevant regulations.
• Review and analyze insurance claims to identify trends, patterns, and potential risk areas.
• Collaborate with internal stakeholders and insurance providers to resolve claims efficiently and fairly.
• Utilize claims data to assist in the development of risk mitigation strategies.

What is in it for you?

• A company with a strong brand and strong results to match is committed to making a difference in people’s lives.
• You can rest assured that we place a high value on diversity and work to foster understanding, inclusion, and innovation in the workplace.
• You will be doing impactful, challenging work and can look forward to a career with many opportunities to learn, grow, and advance.
• Competitive pay and complete benefits package adequate starting Day 1! (Medical, dental, vision, STD/LTD, life insurance, generous 401k match, AND automatic contribution)
• Generous paid time off for vacation, sick days, company holidays (with early dismissal), floating holidays, and time to give back to your community; flexible work culture.
• Employee Resource Groups provide access to leaders, relevant volunteer and mentoring opportunities, and interactions with counterparts in industry groups and client organizations.