Client Service Specialist
4 months ago
The Client Service Specialist is responsible for consistently developing, enhancing, and solidifying client relationships by providing exceptional customer service in line with company standards. This role involves providing high-level support to team members in managing new and renewal business, facilitating continuous growth and development of insurance knowledge and professionalism.
This position operates in a hybrid work environment, with a minimum of 2 days in the office and the opportunity to work remotely for the remaining 3 days. In-office requirements may be greater during the early stages of employment or based on business needs.
Are You a Match?
The Client Service Specialist excels in delivering prompt, accurate, and thoughtful service to clients, consistently responding to inquiries within 24 hours. With 5+ years of experience in this field, a valid Ohio insurance license in good standing is required.
In This Role, You Will Execute On:
- Managing a small book of business in direct support of local office operations.
- Mastering and executing servicing/processing tasks (such as issuing certificates of insurance) and other related service tasks within the Agency Management System/EPIC while utilizing appropriate naming conventions and activities.
- Providing prompt, accurate, and thoughtful service to clients by consistently responding to internal and external client inquiries within 24 hours of receipt.
- Producing accurate and thorough documents using Word and Excel to meet deadlines.
- Assisting in the facilitation of the Client Engagement Strategy, including scheduling, creating documents, documentation in EPIC, etc.
- Organizing and marketing new business submissions in collaboration with other team members and stakeholders.
- Client/Quality Focus: Anticipates, monitors, and meets the needs of clients, responding to them appropriately. Demonstrates a commitment to understanding clients' business needs and continually seeks to provide a trusted advisor level of service.
- Organization and Planning: Ability to plan, prioritize, and organize work to meet or exceed deadline expectations.
- Attention to Detail: Ensures work is comprehensive and error-free.
- Coachable: Quick learner with the ability to take direction and constructive feedback.
- Communication: Effectively conveys information and expresses thoughts and facts. Demonstrates strong listening skills and is open to other people's ideas and thoughts.
- Emotional Intelligence/Inclusiveness: Interacts appropriately with all team members, visitors, carriers, and community partners, without regard to individual characteristics.
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