Client Service Specialist - Private Client Insurance - Remote

Overview

The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners.

In Short

• Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff.
• Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents.
• Manage activities and follow-ups to document and accomplish open items in expected timeframe.
• Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.
• Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
• Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
• Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.
• Assist in the research of invoicing and billing questions or issues.
• Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing.
• Perform other duties and special projects as requested.

Requirements

• 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.
• Exceptional oral and written communication skills.
• Ability to work well in a team environment.

Benefits

• A multi-year recipient of Best Places to Work in Insurance.
• Family-oriented company culture.
• Commitment to community and client relationships.
• Equal opportunity workplace.