Client Service Specialist

Responsibilities

• Aid Client Managers and Advisors with the facilitation of day-to-day tasks and special projects.
• Aid Client Managers and Advisors with online rating platforms.
• Support team members in timely handling of phone and email communications during periods of team member absences and busy work periods.
• Partner with insurance carriers to ensure accuracy of coverage throughout the year.
• Stay knowledgeable about carrier changes, industry developments and attend applicable carrier meetings.
• Support the marketing process by compiling documents, collecting data, and preparing continuation documents.
• Maintain thorough, accurate, and up-to-date records in our Agency Management System.
• Work closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities.
• Provide regular two-way communication between the client and team, to provide strong team representation and set proper client expectations.
• Provide feedback on Service Center performance for Operations Director to continuously improve our position for the customer's experience.

Requirements

• High school diploma or GED required; bachelor’s or associate degree preferred.
• One year of experience in a service role or professional setting preferred.
• Willingness and ability to obtain P&C insurance license within 90 days of employment.

Qualifications

• Demonstrate exceptional communication skills, both verbal and written, with the ability to successfully interact with a variety of client personality types at all levels within an organization.
• Manage numerous projects simultaneously while paying strict attention to detail.
• Stay organized and reprioritize tasks in an ever-changing environment.
• Exhibit excellent customer service skills complimented by a desire to problem solve.
• Aspire to be independently resourceful, but not afraid to ask questions within our supportive team environment.
• Utilize time management skills with the ability to remain focused on deadlines.
• Understand insurance documents to administer policies in different systems.
• Proficient in Microsoft Excel, Power Point and Outlook and variety of other software, systems, and programs, with the ability to learn new software applications.
• Detail-Oriented.

Physical Demands

• This role’s physical exertion is sedentary and takes place in an office environment.
• Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects.
• Substantial movements and repetitive motion of the wrists, hands, and/or fingers.
• Individual required to have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.