Client Service Administrator - P&C

Job Summary : Responsible to provide internal support to an account management team for an assigned book of business; collaborates with sales and service staff by account, interfaces with clients and carriers, maintains records, and performs other general administrative duties. A Day in The Life : Provides direct administrative support as required for one to three assigned Client Managers and Practice Leaders; responds to requests for assistance in a timely and collaborative manner. Solicits renewal information by email (previous and current year application, exposure updates, etc.) from the incumbent carrier and client 90-120 days prior to renewal date; follows up to secure information at 60, 45, and 30-day touch points; escalates to Client Manager for resolution if needed. Processes requests for Certificates of Insurance as specified by client or within 24 hours of receipt of request. Processes automatic renewals 45 days prior to expiration date. Ensures client invoices are paid as scheduled; responds to a variety of client billing issues and works closely with the related carrier to resolve billing problems. Compiles required documents for client renewals or new business submissions; electronically stores information and forwards documents to carriers identified by the Client Manager for follow-up. Collaborates with the Client Manager to collect information on marketing efforts; completes the surplus lines forms necessary to document and comply with state filing and tax re