Christensen Group Insurance

Customer Advocate

• Provide day-to-day client management and servicing
• Support team in handling of calls/emails and investigates questions and concerns from insured (Billing, Change Requests, Certificates, Auto ID Cards, Basic Policy questions).
• Process incoming mail (postal, email and/or faxes) for the team and distribute to team
• Process cancellation notices/non-payment issues; Advise Client Manager/Account Executive to handle
• Review policies, send change request to companies, update schedules and applications, and prepare for policy delivery
• Deliver policies as directed by Producer/Client Manager/Account Executive
• Request and prepare policy endorsements
• Issue certificates of insurance and deliver Special Handling Certificates to Client Manager/Account Executive
• Process client monthly reports
• Process premium audits and deliver disputed audits to Client Manager/Account Executive
• Follow agency procedures for EPIC (client management system).
• Perform other duties as assigned.

Client Advocate – Construction