Job Details

ID #2984154
State California
City Walnutcreek
Full-time
Salary USD TBD TBD
Source Robert Half International
Showed 2019-12-05
Date 2019-12-05
Deadline 2020-02-03
Category Et cetera
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Client Processing Specialist

California, Walnutcreek 00000 Walnutcreek USA

Vacancy expired!

DescriptionAs a member of the Client Servicing Team, this position is accountable for creating property insurance policy contracts and billing documents in compliance with corporate and country specific requirements. This includes validating and reconciling client information necessary to prepare new accounts, renewals, endorsements and cancellations; composing/building the policy terms and conditions; processing the financial and corporate required information; issuing property certificates to third parties, and delivering outstanding service to clients and brokers in coordination with the Account Managers and other team members. Under the supervision of a more experienced Client Processing Specialist and/or the Client Processing Manager, acquires the knowledge and skills required to handle accounts independently Composes/builds and issues new, renewal and endorsement policy documents in accordance with Account Manager quotes and in compliance with underwriting, processing, country and statutory requirements. Enters and manages prospect/client data and financial information in various systems. Captures all limits of liability, sub-limits, deductibles, rates and any other required information. Populates the appropriate billing system through the creation and issuance of accurate invoices and/or provides billing instructions to worldwide issuing offices. Prepares Excel premium allocation spreadsheets. Responds to client/broker email and telephone requests for certificates of insurance to third party interests often requiring same day service. Provides guidance and technical assistance to the Client Servicing Teams on the current processing requirements and liaises with internal offices worldwide to ensure accurate and timely service on accounts and to achieve company and operational objectives. Develops diverse knowledge of all protocols related to global products and services. Responds to client/broker inquiries in a timely manner and/or involves other appropriate personnel where necessary. Maintains organizational, contact and document distribution information for assigned accounts.To apply, please send your resume to Jessica.Hayes@officeteam.com , our client will be conducting interviews the week of 12/09.Requirements College degree preferred, required High School diploma or equivalent Minimum 2+ years’ work experience in an office environment, preferably in an insurance or related work environment Attention to detail and prooing skills Strong problem-solving capability Customer oriented and able to work well in teams as well as an individual contributor Advanced computing skills, particularly Microsoft Word and Excel Strong math aptitude and analytical skills Strong organizational skills with ability to plan and prioritize tasks to meet deadlines Excellent communication skills, both oral and written Self-motivated, collaborative and team-orientedOfficeTeam is the world's leader in professional staffing for office support jobs, focusing exclusively on the temporary and temporary-to-full-time placement of professionals in the administrative field. We are faster at finding you work because of the depth of our client network. Specifically, our professional staffing managers connect with thousands of hiring managers in North America every week to find your office support job opportunities. We evaluate all of our OfficeTeam temporaries' skills and match them with the needs of top employers in their area.Apply for this job now or contact us today at 888.490.4154 for additional information.All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.© 2019 OfficeTeam. A Robert Half Company. An Equal Opportunity Employer M/F/Disability/Veterans.By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: $24.00 - $28.00 / HourlyLocation: Walnut Creek, CADate Posted: December 3, 2019Employment Type: TemporaryJob Reference: 00470-0011284885Staffing Area: OfficeTeam

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