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Client Service Specialist Location: Post Date: 10-06-23

4 months ago

Skokie, United States Independent Insurance Agents Full time

Client Service Specialist

Our brokerage is seeking a Client Service Specialist to support our Servicing Department. Current locations in East Lansing, MI, Skokie, IL and Lakewood, NJ areas. This is a wonderful opportunity for candidates with a service background looking to shift careers or those looking to enter the insurance industry. Candidates should be energetic and organized with excellent problem solving skills.

Who We Are: Worthy Insurance focuses on providing creative insurance solutions to the healthcare, social service, and real estate industries. Taking care of people and their businesses while protecting their livelihoods and assets is at the core of what we do. Worthy empowers our employees to grow with personal and professional development opportunities. We thrive in a culture that encourages our employees to be active in our communities and industry. We work hard, but we love to have fun

Worthy employees enjoy: Generous Paid Time Off

401k with company match

Health, Dental, and Vision Insurance

Disability and life insurance

Insurance education bonus program

Nationwide travel for client and prospect visits

Paid Time Off for Volunteering

Key Responsibilities: Complete insurance applications in coordination with agency Account Executives.

Collaborate with Account Executives in preparing summaries of insurance, schedules, and proposals.

Process certificates of insurance and evidences of property.

Assist Account Executives in preparing renewal and new business submissions.

Document conversations with clients and carrier personnel in our agency management system.

Assist Risk Management team in assembling of analysis.

Noting and documenting claims within agency management system

Qualifications:

Preferred College Degree OR equivalent work experience

1+ years of Property & Casualty Insurance experience

Property & Casualty agency management system

Required Proficient with computers and standard Microsoft software packages

Excellent oral and written communication

Creative problem-solving skills

Exceptional time management and attention to detail

Michigan/Illinois Property & Casualty license OR ability to pass the exam within 30 days of hire

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