Trucordia
Insurance
ClientAdvocate
“Client Advocate at Trucordia. Skills: Insurance brokerage, Client advocacy. Assist Account Managers with processing insurance transactions. Process new policy”
Industry & Context.
Identify issues; Identify inconsistencies
What They're Looking For.
Must Have
High school diploma or equivalent, Attention to detail, Organizational skills, Proficiency with Microsoft Excel, Proficiency with Office applications, Excellent written communication, Task follow-through, Interest in insurance industry, Willingness to learn, Ability to work independently, Ability to take direction
What You'll Do.
Assist Account Managers with processing insurance transactions
Process renewal policy
Process cancellations
Maintain up-to-date account information
Maintain accurate account information
Request information from carriers
Track information from carriers
Collaborate with Client Executives on transactional service needs
Collaborate with Client Managers on transactional service needs
Assemble client information packets
Format client deliverables
Monitor billing issues
Monitor payment issues
Monitor reconciliation issues
Analyze data for internal use
Analyze data for client use
Analyze spreadsheets for internal use
Analyze spreadsheets for client use
Support document management
Support compliance checks
Support reporting processes
Proactively identify administrative issues
Proactively identify administrative inconsistencies
Communicate administrative issues
Communicate administrative inconsistencies
How You'll Work.
Team & Collaboration
Client Executives; Client Managers; Account Managers
Communication Scope
Written communication
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