Commercial Lines Client Service Specialist (Campbell Group)
Job Title: Commercial Lines Client Service Specialist
Agency/Platform: The Campbell Group
Location: Kentwood, MI
The Campbell Group, an Acrisure agency partner, has a current need for a full-time Commercial Client Service Specialist. This position is responsible for service, policy changes and working closely with Account Managers to support books of business. This position will be expected to provide prompt, accurate and courteous support service to clients and coworkers.
Essential Duties and Responsibilities:
Manage emails, mail, voicemail, agency management activities and self-audit reports
Receive, review, and document all client and carrier correspondence in our agency management system including driver requests, endorsement requests and cancellations/rescissions
Review audits, endorsements and policies for accuracy comparing them to the agency management system prior to delivery to the client. Corrections handled according to agency guidelines
Prepare certificates, evidences of property or auto IDs and forward to appropriate parties or send requests to the Service Assistants for handling. Review contracts and respond to any certificate requests requiring additional information and/or coverage
Support the monthly reporting process including preparing preliminary reports, correspondence with the client, submitting to the carrier and transacting
Support the new/renewal business process including preparing exposure update requests, loss run ordering and loss summaries, renewal strategy documents, creating/updating excel schedules, MVR ordering, completing supplemental applications or entering new business applications into the agency management system
Work closely with and assist Account Manager throughout the new/renewal business process including basic carrier submissions, online rating, preparing proposals and binding coverage
Transact agency bill items, set up premium financing and request refunds as needed, submit surplus lines tax filings online according to agency guidelines
Provide back-up coverage for Account Manager handling immediate service needs
Assist in the training of other employees at Team Advisor’s request
Comply with agency standards, policies, and procedures
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
High school diploma or equivalent
Possess and maintain active P & C License or be willing and able to obtain license within 120 days of hiring
Knowledge of commercial insurance with 1-2 years of experience is preferred
Obtain and maintain insurance designation such as CISR
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, Teams)
Knowledge of Agency Management Systems; Applied Epic a plus
Must have a high level of understanding accounting or strong math skills
Must be organized, detail oriented, able to multi-task and be efficient with excellent verbal and written communications skills
Must also have the ability to effectively work with others
Must have a high level of problem-solving skills
Ability to maintain a professional demeanor and positive attitude
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Moderate stress due to regular deadlines and daily challenges
High finger dexterity while typing documents and forms
Occasionally lift up to 20lbs.
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job, and reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Work is done in a temperature-controlled, non-smoking office
Workstations are cubicles
The noise level in the work environment is usually moderate
Remote work possible under certain circumstances
Acrisure is equally committed to supporting social issues. In 2021, the Company co-founded Evolution Advisors, a joint venture focused on providing greater access and more effectively distributing insurance products and financial services to minority-owned enterprises. In its home of Grand Rapids, Acrisure provided $15 million to create the Acrisure Center for Innovation in Children’s Health at Helen DeVos Children’s Hospital.
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