Client Service Specialist

1 week ago


Hyannis, Massachusetts, United States RogersGray Full time

RogersGray, A Baldwin Risk Partner, is a company where a team of intelligent, dedicated, ambitious, and driven individuals come together to create something significant. We put in the effort, share ideas frequently, and have a lot of fun.

If you are looking for a chance to work in a supportive atmosphere, challenge yourself, and acquire new skills, then we would love to chat with you.


About the Position:
The Client Services Specialist, Private Risk, acts as a technical support for colleagues and delivers quick, effective, and high-quality service to assist client-facing team members with their day-to-day tasks.

Main Responsibilities:
- Entering client information and maintaining detailed records of policies and client interactions in management systems.
- Managing endorsement documentation and processing.
- Ensuring all necessary items are in place for policy issuance.
- Preparing documents for risk presentations to the market.
- Recording and managing surplus lines taxes and payables.
- Handling special projects as assigned.
- Identifying opportunities to enhance the company and processes, while reporting issues to the appropriate leadership.

Requirements:
- Current License mandated by the State Department of Insurance to provide client services or willingness to obtain required licenses within the initial 90 days of employment.
- Proficiency in Microsoft Word and Excel.
- Ability to learn various insurance company and company software programs.
- Typing speed of a minimum 55 words per minute.
- Strong written and verbal communication skills.
- Demonstrates proactivity, accuracy, and thoroughness in tasks.
- Exhibits behavior aligned with the corporate culture.

Special Working Conditions:
- Fast-paced, multitasking environment.

NOTE:
This job description outlines the expected level of work for the role and is not a contractual agreement. While the key responsibilities are highlighted, additional duties may be assigned based on organizational needs. Reasonable accommodations may be provided to applicants and employees for medical or religious purposes.

EEOC (Equal Employment Opportunity Commission) Statement:
RogersGray, A Baldwin Risk Partner is dedicated to providing equal employment opportunities and complying with anti-discrimination laws. We do not tolerate discrimination based on various factors and all individuals within the firm are prohibited from engaging in such behavior.

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