Client Services Specialist

Kastendike Insurance Group is a Best Practices Agency in Insurance, seeking a Client Services Specialist for their Commercial Lines team. The role involves providing support to Client Managers by processing insurance documents, managing billing inquiries, and coordinating with carriers.

Responsibilities

• Processes certificates of insurance (COI), binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claim data
• Responsible for initial input of account, contact, and policy details into EPIC
• Follow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issues
• Performs online carrier ratings
• Secure loss runs, experience modification worksheets, and MVRs, FR-19’s; orders and follows up on loss runs when requested
• Prepares proposals, analysis and summaries as needed
• Manages billing inquiries and cancellation notices; provides billing support to Client Manager as needed
• Performs other related duties as assigned by management

Skills

• Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training, or equivalent combination of education and experience
• Hold State Property and Casualty Insurance license, or progress towards licensure
• Computer skills required: Applied Systems: Epic Online Database software; Microsoft Office Suite

Benefits

• Paid maternity leave (after 1 year of work)
• Family health, vision, and dental benefits
• 401(k) plan with immediate vesting
• Discretionary annual bonus program

Company Overview