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.
Responsibilities
- 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 and set proper client expectations.
- Provide feedback on Service Center performance for Operations Director to continuously improve our position for the customer's experience.
