Client Service Associate - Business Insurance
$35,600–$66,200 year
On-siteSan Diego, California, United States
Job Summary
Respond to departmental requests for administrative assistance by creating Word documents and Excel spreadsheets, maintaining files in eMMA, and setting up client shells in Sagitta. Perform daily operations including downloading mail from carrier websites, sorting and distributing communications via ImageRight, and processing loss run reports by requesting, following up, and filing documents. Handle special projects as assigned while establishing effective working relations with associates. Identify needs for advancement through training classes and prepare for potential progression into Client Administrator or Manager roles.
Required Qualifications
- Create Word documents and Excel spreadsheets
- Assist in maintaining files and records in eMMA
- Set up client shells in Sagitta
- Provide clerical assistance with copying, faxing, mass mailings, assembling binders and scanning files
- Daily Download Department mail from Insurance Carrier Websites
- Sort, scan and distribute via ImageRight Tasks mail and communications daily
- Handle special projects as assigned
- Process Loss Run reports
- Request loss runs based on monthly reports and in accordance with the carrier's requirements
- Follow up with the carrier or wholesaler until loss run is received and filed in electronic filing system
- Inform Client Administrator/ Manager if the loss run will be delayed
- Process Rush requests as needed
- Establish and maintain effective working relations with other associates
- Identify needs and competencies to be acquired for advancement, and make use of appropriate training opportunities
- Communicate system or process related problems to supervisor
- Plan ahead and problem solve - anticipate, report, and help resolve problems that may occur
- Start learning coverages by reading Kaplan books and attending coverage training classes when offered
- Enrollment in AIS or AINS designation course
- Enrollment in insurance licensing school and passing the Property & Casualty licensing test
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