Job Description

The Property & Casualty Senior Client Service Representative position is to assist Account Managers, Account Executives and Brokers in the daily servicing of commercial business insurance clients of CMR Risk & Insurance Services, Inc. with little to no involvement from the Account Manager or Account Executive.

DUTIES & RESPONIBILITIES

·Issuing certificates of insurance
·Requesting updates on claims and obtaining loss runs
·Reviewing issued policies for accuracy
·Processing Policy Changes (change request, endorsement follow up and review)
·Obtaining updated client exposures for marketing purposes
·Issuing and extending temporary proofs of insurance
·Issuing Auto ID Cards
·Electronic file set up and file content scanning
·Preparing submissions to marketplace
·Reviewing and negotiating coverages and premiums with insurance companies
·Preparing proposals and recommendations of insurance coverage to clients
·Reviewing contracts for insurance requirements and providing recommendations/modifications
·Conducting claim reviews with clients (provide status, reason for status, action plan on claims)
·Billing clients and following up on payments
·Meeting with clients to present renewals with broker or Account Executive involvement
·Taking self-study classes on personal time to expand insurance knowledge

EDUCATION & EXPERIENCE

College-level education
3-5 years of insurance experience with commercial experience, preferred

Current Insurance License

NOTE: This list is not all-comprehensive. Duties, responsibilities, and activities may change, or new ones may be assigned at any time with or without notice to reflect changes in the position requirements and/or to reasonably accommodate individuals with disabilities.

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits: