Client Service Specialist

Description

The Client Service Specialist supports the organization’s Client Managers through a wide variety of tasks. With a passion for customer service and values being part of a great team, this Client Service Specialist combines their friendly demeanor with stellar organization skills and detail-oriented focus to support the commercial insurance team in a fast-paced environment.

• Assist Client Managers and Advisors with the facilitation of day-to-day tasks and special projects.
• Assist 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