Senior Client Service Specialist

4 weeks ago

East Hampton, United States Marshall + Sterling Inc Full time
Job DescriptionJob DescriptionDescription:

Provide utmost service to agency’s clients by fulfilling major responsibilities as listed below. Support agency’s growth objectives by working with Account Manager in writing new business, account rounding, upgrading clients’ current policies, and obtaining referrals for all departments. Senior member of the department who can be relied upon for their guidance and experience.

  • Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services that our agency provides.
  • Make individual policy placement decisions, in coordination with Account Manager, based on the needs of the customer, our agency and the companies we represent.
  • Review policy coverages and identify areas of coverage that need enhancement and upgrading and follow through by mail or by phone.
  • Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance companies we represent.
  • Secure applications from Sales Executives and/or clients for all coverages, including price quotations and comparisons for the companies we represent.
  • Manage all account transactions including but not limited to endorsements, binders, Certificates, cancellations, ID cards and correspondence. Review policies for accuracy and completeness and update system in accordance with workflow procedures.
  • Review all cancellation requests from clients and determine action to be taken. If there is a chance to regain the business, contact AM, SE and work together to retain the business.
  • Timely follow up on company and client suspense/diaries.
  • Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain referrals.
  • Review with AM assigned individual client accounts prior to renewal (60 days for personal lines and 120 days for commercial lines) to assess coverages and recommend changes as necessary.
  • Review with AM non-standard policies prior to renewal (60 days for personal lines and 120 days for commercial lines) and determine if they can be rewritten into standard program.
  • Seek referrals from client base for new prospects and follow up to generate new business.
  • Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received from insurance companies.
  • Communicate with clients on a regular basis to thank them for their business.
  • Process transactions carefully paying attention to detail on a timely basis.
  • A leader amongst your peers, providing mentorship and guidance to others.
  • Process claims including follow up on outstanding claims and aid with resolution as necessary.
  • Performs financial duties as directed by management.
  • Document in system all conversations with clients and/or carriers pertaining to coverages and exposures.
  • May be required to travel on occasion to the office(s) of clients.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain favorable and professional work relationship with other staff members.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Adhere to established employee manual policies and guidelines.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
  • Perform other duties and projects as assigned.
Requirements:
  • College degree preferred, high school diploma or equivalent required.
  • Prior experience in insurance lines of coverage, fundamenta l rating, underwriting and procedural skills.
  • Ten plus years’ experience.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Leadership skills and insurance professional designation.
  • Proven ability to exceed expectations.
  • Appropriate state insurance licenses and continuing education required.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicated effectively.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.


Salary is $55,000.00.


The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

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