Careers

Client Service Specialist

Position Summary

The Client Service Specialist assists with the day-to-day maintenance of customer files and acts as the front-line administrative processor.  They remain knowledgeable of advances in the insurance business, stay abreast of the types of insurance products available and works with clients and others in a professional manner.

Primary Responsibilities

• Orders renewal policies. Checks renewal policies against proposals and bills policies in agency management system.
• Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client.
• Follows up on new business submissions with carriers for submissions not being handled by Risk Placement Specialists.
• Enters and rates policies in carrier websites and orders new policies as needed.
• Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
• Checks on payment status of direct bill policies to assure policies are not cancelled and alerts appropriate Account Manager if policies are in danger of cancellation due to non-payment of premium
• Follows up on claims and current status, updating the agency management system with claims activity, payments closures, etc.
• Check audits for accuracy and reviews with agency staff as appropriated. Bill audits, creates audit review letter and sends to client.
• Order motor vehicle reports “MVRs” and loss run as directed.
• Performs other duties as assigned.

Skills

• Proficient in using computers, internet Microsoft Office Suite and online rating systems
• Knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
• Working knowledge of commercial lines of coverage
• Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
• Must be able to understand written and oral communications and interpret information written within policies.

Competencies

• Ability to work independently with limited daily supervision and to work effectively in a team environment.
• Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
• Enthusiastic, dependable, highly motivated and detail oriented.
• Hands-on, open minded, proactive team player.
• Self-managed and responsible for project and time management.
• Customer focused, high integrity, excellent work ethic.
• Excellent customer service skills are a must.
• Willingness to adhere to all principles of confidentiality.

Education and Qualifications

• High School Diploma
• 3 + year experience in Customer Service with preference given to individuals with commercial lines experience

Certifications/Licenses

• A Property and Casualty License from state of domicile is required within 6 months of hire and must be maintained thereafter.