Client Services Assistant (P&C) Property & Casualty Insurance
Duration: 5 months
Job Overview
Prepares standard client letters and sends e-mails to the team for signature and distribution
• Work billing reports and sends communication to account managers.
• Works with invoicing for multiple clients and researches any issues there may be with billing
• Researches missing data for both quotes and proposals. Utilizes various technology to obtain necessary information. When information is still unavailable, e-mails the appropriate team member in order to obtain it
• Documents all activities in a thorough, accurate and timely manner
• Documents all final quotes in the system
• Prepares final proposal for the team to present to prospect
• Escalates emerging issues to the appropriate individual as appropriate


• At least one year of direct or indirect client service experience required. Some insurance and/or insurance processing experience would be ideal
• Self-starter with the proven ability to exercise sound judgment and strong creative problem solving skills
• Must have effective verbal and written communication skills, including the ability to communicate with remote locations and vendors, and must demonstrate the ability to work well within a team
• Demonstrate willingness to cross-train, and be cross-trained, in other roles/duties
• Proven time management skills are necessary. Must demonstrate the ability to manage multiple priorities, deliver timely and accurate work products with a customer service focus, and respond with a sense of urgency as required

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