The Client Services Specialist supports the Client Managers and Client Executives through various tasks. With a passion for customer service and teamwork, this individual combines their friendly demeanor with stellar organization skills and detail-oriented focus to administer and support commercial insurance policies for various clients in a fast-paced environment.
Responsibilities
- Responsible for day-to-day internal, client, and carrier communications, problem-solving, and compliance on client accounts.
- Support the marketing process by compiling documents, collecting data, and gathering carrier quotes as requested by the Risk Advisor and Client Manager/ Client Executive.
- Support team members in timely handling of phone and email communications during team member absences and busy work periods.
- Assist Client Managers, Client Executives, and Advisors by facilitating the renewal process for clients.
- Partner with insurance carriers to ensure accurate coverage throughout the year, with greater emphasis during the renewal process.
- Maintain thorough, accurate, and up-to-date records in our Agency Management System and other internal and client-facing systems.
- Work closely with the team to maintain continuous knowledge of client accounts to identify potential issues and opportunities.
- Stay informed of carrier changes, industry developments, and government regulations surrounding group benefits insurance.
- Provide regular two-way communication between the client and team, providing strong team representation and client expectations.
- Understand company capabilities and services and effectively communicate all offerings to the client.
