Client Processing Specialist in Walnut Creek, CA at Nelson

Date Posted: 10/22/2019

Job Snapshot

Job Description

Job Number: 2141762

Job Title: Client Processing Specialist
Location: Walnut Creek, CA
Temp to Hire Opportunity

  • Under the supervision of a more experienced Client Processing Specialist and/or the Client Processing Manager, acquires the knowledge and skills required to handle accounts independently
  • Composes/builds and issues new, renewal and endorsement policy documents in accordance with Account Manager quotes and in compliance with underwriting, processing, country and statutory requirements.
  • Enters and manages prospect/client data and financial information in various systems. Captures all limits of liability, sub-limits, deductibles, rates and any other required information.
  • Populates the appropriate billing system through the creation and issuance of accurate invoices and/or provides billing instructions to worldwide issuing offices. Prepares Excel premium allocation spreadsheets.
  • Responds to client/broker email and telephone requests for certificates of insurance to third party interests often requiring same day service.
  • Provides guidance and technical assistance to the Client Servicing Teams on the current processing requirements and liaises with internal offices worldwide to ensure accurate and timely service on accounts and to achieve company and operational objectives. Develops diverse knowledge of all protocols related to global products and services.
  • Responds to client/broker inquiries in a timely manner and/or involves other appropriate personnel where necessary.


College degree preferred, required High School diploma or equivalent
• Minimum 2+ years' work experience in an office environment, preferably in an insurance or related work environment

• Attention to detail and proofreading skills

• Strong problem-solving capability

• Customer oriented and able to work well in teams as well as an individual contributor

• Advanced computing skills, particularly Microsoft Word and Excel

• Strong math aptitude and analytical skills

• Strong organizational skills with ability to plan and prioritize tasks to meet deadlines

• Excellent communication skills, both oral and written

• Self-motivated, collaborative and team-oriented

About Nelson:

For more than 45 years, we've been passionate about helping people find jobs they love - rewarding jobs that further career goals. At Nelson, we partner with companies that have outstanding reputations. Working with innovative startups to Fortune 500 companies, our skilled recruiters have access to opportunities beyond what you can find on your own. With Nelson, you'll get the most out of your career. Together, we'll set career goals and find you a position where your skills shine. For a full listing of jobs, go to: and click "Find Work."