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.ResponsibilitiesProcesses certificates of insurance (COI), binders, evidences, auto ID cards, applications, renewal requests, endorsements, premium finance agreements, and claim dataResponsible for initial input of account, contact, and policy details into EPICFollow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issuesPerforms online carrier ratingsSecure loss runs, experience modification worksheets, and MVRs, FR-19’s; orders and follows up on loss runs when requestedPrepares proposals, analysis and summaries as neededManages billing inquiries and cancellation notices; provides billing support to Client Manager as neededPerforms other related duties as assigned by managementSkillsAssociate'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 experienceHold State Property and Casualty Insurance license, or progress towards licensureComputer skills required: Applied Systems: Epic Online Database software; Microsoft Office SuiteBenefitsPaid maternity leave (after 1 year of work)Family health, vision, and dental benefits401(k) plan with immediate vestingDiscretionary annual bonus programCompany OverviewFor over a century, the Kastendike family has been a trusted partner to individuals and organizations throughout the United States for their insurance needs. It was founded in undefined, and is headquartered in Cockeysville, Maryland, with a workforce of 11-50 employees. Its website is http://mdpins.com/team/chris-kastendike/.
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