Client Service Specialist - Medical Risk Insurance

The Opportunity

The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners.

Responsibilities

• Execute on routine client inquiries by responding and appropriately documenting them.
• Escalate complex inquiries to more senior staff.
• Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents.
• Manage activities and follow-ups to document and accomplish open items in expected timeframe.
• Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.
• Aid and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
• Aid in client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
• Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.
• Aid in driving completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.
• Perform other duties and special projects as requested.

Requirements

• Bachelor’s degree in business, insurance, risk management, or a similar field of study.
• Two (2) or more years of insurance client service experience.
• Active Property & Casualty License.
• Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook).
• Basic analytical skills.
• Excellent attention to detail.
• Exceptional oral and written communication skills.
• Ability to work well in a team environment.