Client Configuration Specialist
- Employer
- York Risk Services Group
- Location
- Dublin, Ohio
- Salary
- Not Specified
- Closing date
- Apr 1, 2019
View more
- Category
- Customer Service
- Job Type
- Not Specified
- Career Level
- Not Specified
Job Details
At York, we believe that an experience marked by expertise, consistency and compassion sets us apart. And we celebrate the diverse backgrounds and unique perspectives that allow us to stand apart from our competitors. Thats why we are committed to recruiting, developing and retaining people who represent our values and who believe in our mission.
Job Description
ESSENTIAL JOB RESPONSIBILITIES:
- Utilize ticketing system to complete assigned requests and inquiries
- Utilize a SharePoint portal to manage Imports/Uploads and Projects
- Construct manually or upload Client/Insured profiles and leveling structure
- Maintain Client/Insured account specific information for active accounts
- Maintain Policy/Coverage renewals, endorsements and cancellations
- Prepare upload template capturing insureds, locations, and/or policy data
- Execute the prepared upload templates in production environment
- Perform a post upload template quality assessment to achieve accurate results
- Investigate and resolve claim intake coverage or hierarchy exceptions
- Fulfill assigned directives to support claim system migrations
- Upload client, insured and policy related electronic documents
- Create and distribute electronic claims kits for required accounts
- Escalate issues appropriately to manager
SUPERVISORY RESPONSIBILITIES:
SUPERVISION RECEIVED:
- The Specialist Client Configuration associate reports to the Manager Client Configuration
SUPERVISION EXERCISED:
- Specialist Client Configuration has no supervisory duties
QUALIFICATIONS:
EDUCATION:
- BS / BA, vocational training or equivalent work experience
EXPERIENCE:
- 1 to 3 years industry experience, preferred
- 1 to 2 years office environment experience
SKILLS/ABILITIES:
- Compliance with company Policies & Procedures
- Excellent organizational, written and verbal communication skills
- Strong judgment and decision making abilities
- Ability to effectively prioritize, organize deliverables and multitask
- Continually foster a team environment
- Maintain a professional appearance and demeanor
- Must be adaptable to change
KNOWLEDGE:
- Knowledge of risk management industry and insurance terminology
- Strong Google, Google Docs and Microsoft Excel experience
ROUTINE DECISIONS AND FORMAL POLICY SETTING:
Decisions routinely made include:
- Chooses and pursues an appropriate course of action to procure client and policy account information
- Analyze insurance policy documentation and make key decisions pertaining to applicable coverage
- Review external and internal requests and identify appropriate actions
- Determine when to escalate potential issues to manager
Policy setting:
No formal responsibility; policies associated with the jobs purpose and essential responsibilities are set by others.
The intent of this job description is to describe the major duties and responsibilities performed by incumbents of this job. Incumbents may be required to perform job-related tasks other than those specifically presented in this description.
All duties and responsibilities are essential job functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities.
Company
For more than 55 years, York has been delivering on our mission of reducing risk and getting people and organizations back to health, work and productivity. We’re committed to recruiting, developing and retaining people who represent our values and who believe in our mission. Our associates come from all walks of life but are single-minded in the pursuit of doing right by those we serve. We want each experience for our clients to be marked by expertise, consistency, and compassion because that’s what sets us apart. And we know for certain that it’s our people who allow us to say, boldly and proudly, that York is behind every good outcome.
- Website
- https://yorkrsg.com/careers/
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