Client Service Specialist

A Client Service Specialist is part of our Commercial Lines Production Team. Client Service Specialists perform a wide range of duties to support the team and to contribute to the growth of our agency by providing a professional service for our clients. The ideal Client Service Specialist will enjoy a fast-paced environment as they assist our clients with policy changes, insurance certificates, renewals and claims. Enjoy developing long lasting relationships both with clients and other team members. Duties/Responsibilities Enhance client retention by providing customer service to our clients that is prompt and accurateWork with carriers/underwriters regarding all mid-term policy changes/questionsReview pre-month end reports for confirmation of accurate and timely renewal of all policiesPerform duties within our agency's binding authority with each insurance carrierAssist in any projects, tasks or transfer of business that assists the production team in achieving their objectivesIssue certificates of insurance, auto identification cards, evidence of property insurance and other miscellaneous forms with each renewal policy and as requested by clientInterface with Resource Pro for all policy processing, billing and endorsementsReceive changes requests from client and submit those requests to appropriate insurance carrierCollaborate with production team members consistentlyPerformance contributes to Growth Performance Indicators of firmSupport full utilization of the AMS360 system and leverage carrier technologyStay informed regarding insurance technical knowledge, market trends and insurance carrier informationFunction efficiently in all systems and adhere to consistent execution of all production processesOther duties as assigned