Careers

Receptionist/Assistant Client Service Specialist

Position Summary

This demanding and fast paced position will require an individual that has strong interpersonal and organizational skills, the ability to communicate effectively with a variety of personalities, multitask, problem solve and a willingness to adjust from a daily routine when necessary. The individual in this position will have a proactive, forward thinking approach and a client service mindset. The primary responsibility of the Receptionist & Assistant Client Service Specialist is to provide first in class hospitality to internal and external clients, vendors and team members. This person will also assist with the day-to-day maintenance of customer files and act as the front-line administrative processor.  They will remain knowledgeable of advances in the insurance business, stay abreast of the types of insurance products available and works with clients and others in a professional manner.

Primary Responsibilities

• Greets clients and office visitors on a daily basis
• Answers telephone calls incoming from Ascension clients and contacts and directs to appropriate team member
• Supports Ascension client teams in peer reviewing and assembly of client presentations
• Maintains day to day office support functions such as stocking printers, handling sensitive documents and mail, deliveries, and other needs
• Attends Ascension team meetings to take notes and document meetings as needed
• Provides back up support to client support teams, eligibility and enrollment and/or agency management systems as needed
• Acts as ambassador of Ascension culture to clients, teams and visitors
• Performs administrative duties (filing, photocopying and faxing) in an efficient and timely manner
• Under supervision, creates and maintains electronic and hard-copy filing systems conducive to the business unit needs
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
• Follows up on new business submissions with carriers for submissions
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
• Checks on payment status of direct bill policies to assure policies are not cancelled and alerts appropriate Account Manager if policies are in danger of cancellation due to non-payment of premium
• Check audits for accuracy and reviews with agency staff as appropriated. Bill audits, creates audit review letter and sends to client
• Order motor vehicle reports “MVRs” and loss run as directed.
• Performs other duties and special projects as assigned

Skills

• Excellent phone etiquette
• Proficient in using computers, internet Microsoft Office Suite and online rating systems
• Basic knowledge of insurance markets, products, services insurance ratings and underwriting procedures
• Basic knowledge of commercial lines of coverage
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
• Must be able to understand written and oral communications and interpret information written within policies

Competencies

• Ability to work independently with limited daily supervision and to work effectively in a team environment
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment
• Enthusiastic, dependable, highly motivated and detail oriented
• Hands-on, open minded, proactive team player
• Customer focused, high integrity, excellent work ethic
• Excellent customer service skills are a must
• Willingness to adhere to all principles of confidentiality

Education and Qualifications

• High School Diploma
• Bilingual a must or a plus depending on location
• 3 + year experience in Customer Service with preference given to individuals with commercial lines experience

Certifications/Licenses

• A Property and Casualty License from state of domicile may be required within 6 months of hire and must be maintained thereafter.