Client Support Associate
hace 1 mes
About Us:
5HJ Carrion Laffitte & Casellas Inc. is a leading insurance and employee benefits broker that provides a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
What We Offer:
- Competitive salaries and benefits
- Health and dental insurance
- 401K plan
- Life insurance
- Birthday and summer Fridays
- Wellness Fridays
- Development opportunities
- Great work-life balance
- Employee engagement events
- A motivated and winning team
- Growth potential
- A rewarding career
- Strong community support
Job Summary:
The Client Executive Assistant will work closely with the Account Executive to provide top-notch service to clients. The CEA will partner with the Account Executive to manage and serve clients, and will interact with insurance companies to ensure seamless service.
Key Responsibilities:
- Maintaining and organizing client records, including policies, endorsements, and correspondence
- Supporting communications between departments to channel customer requests
- Requesting and following up on insurance certificates, vouchers, and letters of certification
- Preparing folders and emails for policy delivery
- Managing client invoices and payment tracking
Requirements:
- Bachelor's or associate degree
- Minimum of one year of experience
- Preferred experience with EPIC
- Fluent in English and Spanish
Preferred Qualifications:
- CISR certification
- CIC certification
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