The Insurance Client Service Associate will be responsible for managing day-to-day client interactions, processing insurance documents, and providing exceptional customer service. The ideal candidate will have strong communication skills, an eye for detail, and a passion for helping clients understand and manage their insurance needs.

Key Responsibilities:

• Serve as the primary point of contact for clients, handling inquiries related to insurance policies, claims, coverage options, and billing.
• Assist with policy renewals, endorsements, cancellations, and other transactions.
• Facilitate the processing of new insurance applications and ensure accurate documentation.
• Collaborate with insurance carriers to resolve client issues, claims, or policy changes.
• Proactively identify client needs and offer tailored solutions to enhance customer satisfaction.
• Maintain and update client records in the agency’s database, ensuring all information is accurate and up to date.
• Educate clients on available insurance products and services, and assist in identifying appropriate coverage options.
• Coordinate with internal teams and underwriters to provide timely and efficient service.
• Support the sales team by preparing quotes, proposals, and presentations for prospective clients.
• Stay updated on industry trends, insurance regulations, and company policies to provide accurate and current information to clients.