Client Service Specialist – Construction Commercial Insurance

• Respond to and document routine client inquiries; elevate complex inquiries to senior staff
• Process daily service needs, including change requests, endorsements, proofs, audits, and policy-related documents
• Manage activities and follow-ups for open items within expected time frames
• Review and process policies and endorsements for coverage, policy content, and form-completion accuracy
• Assist with new and renewal processes, including information gathering, document preparation, binding, marketing, and related needs
• Prepare client documentation, branded templates, proposals, stewardship materials, and presentations
• Manage internal systems, client portals, and assigned account details using Hylant technology and resources
• Research invoicing and billing questions or issues
• Complete Surplus Lines processes for non-admitted placements, including documentation and invoicing
• Perform other duties and special projects as requested

• Bachelor's degree in business, insurance, risk management, or similar field of study; equivalent combination of education and work experience may be considered
• 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
• Exception oral and written communication skills
• Ability to work well in a team environment

Demonstrates expertise in insurance client service, including policy processing, documentation accuracy, and client communication. Proficient in managing client inquiries and utilizing technology for account management.

• Insurance Client Service Experience
• Active Property & Casualty License
• Intermediate Microsoft Office Skills
• Attention To Detail
• Oral And Written Communication Skills

• Policy Processing
• Document Preparation
• Change Requests
• Endorsements
• Audits
• Invoicing
• Surplus Lines Processes
• Analytical Skills

• Team Collaboration
• Client Communication

• Bachelor's Degree
• Property & Casualty License

• Insurance
• Risk Management
• Client Documentation
• Policy Content

• Hylant Technology
• Client Portals