Client Service Specialist

About the role

The Client Service Specialist at Prizm Insurance & Risk Services supports the sales and service teams in evaluating prospect and client commercial insurance needs and assists with account servicing and administration.

Responsibilities

• Assist and prepare relevant documentation for new business and renewal submissions.
• Prepare proof of insurance and auto identification cards.
• Assist with retrieving and evaluating Motor Vehicle Records (MVR).
• Request changes from carriers, update Agency Management System (Applied Epic), and create follow-up activities.
• Process account changes by verifying coverages, invoices, and updating Applied Epic.
• Manage claim activity and follow-up.
• Investigate and correct omitted items and commission variances from endorsements and policies.
• Assist with commission reconciliations.
• Interact with agency personnel, prospects, clients, and insurance partners.
• Develop and maintain positive work relationships with team members.
• Support service team managing activities and workflow.
• Complete special projects and other duties as requested.
• Manage small business accounts.

Requirements

• High school diploma required; college degree preferred.
• Wisconsin agent’s license required, or the ability to obtain within six (6) months of hire.
• 0-2 years’ experience in an administrative or customer role, preferably in the insurance industry.
• Experience with computer data entry required; working familiarity with Applied Epic, Microsoft Excel, Outlook, and Word, preferred.
• Ability to learn and use carrier portals, websites, and other software programs.
• Excellent communication skills, both verbal and written.
• Maintain outstanding professional demeanor.
• High level of organization with ability to handle and prioritize multiple tasks.
• Ability to work both independently and in a team environment.
• Detail-oriented and able to effectively problem solve.
• Maintain a high level of confidentiality.
• Ambitious work ethic and positive mentality.

Benefits

• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

Flexible work-from-home options available.