4 policy processing representative jobs found

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE’RE LOOKING FOR The Client Service Specialist executes all administrative tasks related to account management and policy servicing. These duties include processing policy endorsements, renewals, cancellations, and maintaining accurate account records.  The Client Service Specialist ensures timely and accurate handling of client requests, policy updates, and back-end service work to support the overall client experience and meet internal compliance standards.   A GLIMPSE INTO YOUR DAY Orders...

Primary Role: The Commercial Lines Account Manager works collaboratively with the Risk Consultants and Account Executives managing a book of business. Coordinates and provides day-to-day service for property/casualty clients by maintaining client relationships, supporting client retention, maintaining strong carrier relationships and understanding client needs. Serves as day to day contact and provides resolution for client questions and issues. Duties and Responsibilities: Manages a book of insurance business, while acting with a high degree of independent discretion, autonomy, and decision-making Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations Provides a high level of support to Risk Consultants in obtaining, maintaining, and expanding business May also be responsible for account rounding and in accordance with...

Primary Role: As a Commercial Lines Account Administrator, you will be responsible for assisting Account Managers, Account Executives and Risk Consultants with the servicing of assigned Commercial Lines accounts in accordance with the practices, policies, and procedures of the Company. Duties and Responsibilities: Coordinate the servicing of assigned accounts with the Account Manager Enter data as required by insurance company automation systems Provide support to the Account Manager on pre-renewal processes Handle correspondence and the clerical processing of accounts including applications and computer input of each account Process certificate of insurance requests as needed Help track cancellation/reinstatement system for commercial accounts Responsible for developing complete familiarity with all forms and paperwork including their intent and purpose Conduct business from a professional standpoint and willingness to learn Prepare invoices, transmittals, ID...

Duties  ● Drive client engagement by being the single point of contact for the client from post sale through initial payroll processing period before the turnover to the Client Services Team. ● Develop strong client relationships through care, focus and quality in every step of the client experience.  ● Become an expert in the Heartland Payroll System and support new basic clients with varying levels of sophistication.  ● Compare and contrast the previous payroll system to the Heartland Payroll System to ensure accurate account build and accurate payroll processing.  ● Assist clients to navigate and learn technical aspects and self-service options. ● Ability to self-direct as circumstances change and priorities shift without micromanagement to support an entrepreneur-spirited work environment.  ● Maintain working knowledge of all compliance and regulatory procedures to ensure new clients conform with operational goals and procedures. ● Build strong relationships with...