CLIENT SERVICE SPECIALIST

20 hours ago

Poughkeepsie, United States Disability Solutions Full time

Description:

***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***



Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide service and support to our clients.


Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services our agency provides.

Review policy coverage and identify areas that need enhancement and upgrading and coordinate with Account Manager.

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 Account Managers, 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 and SE and assist in regaining account.

Timely follow up on company and client suspense and diaries.

Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain referrals.

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.

Communicate with Supervisor/Manager any issues to ensure excellent customer service.

Process transactions carefully paying attention to detail in a timely manner.

Process claims as applicable including follow up on outstanding claims and aid with resolution as necessary.

Perform financial duties as directed by management.

Document in system all conversations with clients and carriers pertaining to coverages and exposures.

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.

Adhere to established employee manual policies and guidel ines.

Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.

Promptly report all possible 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, fundamental rating, underwriting and procedural skills.

Experience and knowledge of Microsoft Office programs.

Experience with Vertafore a plus.

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 communicate effectively.

High level of organizational ability with attention to detail.


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 Range is $47,500 - $52,500.


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.



PI4f0a22945128-31181-35694551

  • Assistant Client Services Specialist

    2 weeks ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Provide superior service and administrative support for department.• Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on ofadministrative functions, mail, phone, receptionist, backup etc.• Work in conjunction with Client Service Specialist or Sr. Client Service...

  • Assistant Client Services Specialist

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Provide superior service and administrative support for department.• Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on ofadministrative functions, mail, phone, receptionist, backup etc.• Work in conjunction with Client Service Specialist or Sr. Client Service...

  • Assistant Client Services Specialist

    1 day ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Provide superior service and administrative support for department.• Provide prompt and efficient assistance according to agency procedures and guidelines in the completi on ofadministrative functions, mail, phone, receptionist, backup etc.• Work in conjunction with Client Service Specialist or Sr. Client Service...

  • Client Services Specialist

    1 week ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    About the RoleWe are seeking a highly skilled Client Services Specialist to join our team at Marshall & Sterling Inc. In this role, you will provide exceptional administrative support to our department, ensuring seamless day-to-day operations and exceptional customer service.Key ResponsibilitiesProvide prompt and efficient assistance with administrative...

  • Client Service Coordinator

    6 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    Job Summary:">This role is responsible for providing exceptional administrative support to the department, ensuring seamless operations and outstanding customer service. As a Client Service Coordinator at Marshall & Sterling Inc, you will be an integral part of our team, working closely with Client Service Specialists to deliver top-notch support to our...

  • Client Service Coordinator

    7 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    At Marshall & Sterling Inc, we are seeking a highly skilled and detail-oriented Client Service Coordinator to join our team. This role will provide exceptional service and administrative support for the department, ensuring seamless day-to-day operations.Job SummaryThe Client Service Coordinator will be responsible for providing prompt and efficient...

  • Client Relationship Specialist

    1 week ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    OverviewThe ideal candidate for this Client Relationship Specialist position at Marshall & Sterling Inc will have a strong background in customer service and account management. This role is perfect for someone who is passionate about building relationships with clients and ensuring their needs are met.SalaryThe estimated salary for this position ranges from...

  • CLIENT SERVICE SPECIALIST

    1 month ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide service and support to our clients.• Provide excellent service to our clients by promptly responding to their inquiries...

  • CLIENT SERVICE SPECIALIST

    1 week ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the Account Management team to provide...

  • CLIENT SERVICE SPECIALIST

    1 day ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the...

  • CLIENT SERVICE SPECIALIST

    2 weeks ago

    Poughkeepsie, United States MARSHALL & STERLING INC Full time

    Job DescriptionJob DescriptionDescription:***This position may be based primarily in any of the following locations: Poughkeepsie, Middletown, Kingston, Leeds, Scotia, Utica, or Saratoga, NY***Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by working in conjunction with the...

  • Dedicated Client Support Specialist

    6 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    At Marshall & Sterling Inc, we are seeking a highly skilled and organized Assistant Client Services Specialist to join our team.This role will provide superior service and administrative support for our department, ensuring the highest level of customer satisfaction.Key Responsibilities:Provide prompt and efficient assistance according to agency procedures...

  • Client Service Professional

    7 days ago

    Poughkeepsie, New York, United States Marshall & Sterling Inc Full time

    Marshall & Sterling Inc Job DescriptionAbout the Role:We are seeking a highly skilled and dedicated Client Service Professional to join our team at Marshall & Sterling Inc. As a key member of our team, you will be responsible for delivering exceptional client service and support, ensuring that our clients receive the highest level of service possible.Job...

  • Client Relationship Executive

    15 hours ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Relationship Executive

    6 days ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Client Relationship Executive

    4 days ago

    Poughkeepsie, United States Disability Solutions Full time

    Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and servicing clients. If applicable, allow the Sales Executive to maximize his/her time generating new business sales. Reduce E&O exposures. Commission based...

  • Senior Client Services Professional

    1 week ago

    Poughkeepsie, New York, United States Rifton Full time

    Role OverviewWe are seeking a skilled Senior Client Services Professional to join our team at Rifton Adaptive Equipment in Poughkeepsie, NY. As a key member of our client success team, you will be responsible for delivering exceptional service and support to our customers.About the RoleThe successful candidate will manage all aspects of customer...

  • Technical IT Specialist for System Integration

    1 week ago

    Poughkeepsie, New York, United States Internal Revenue Service Full time

    About the PositionWe are seeking a highly skilled Technical IT Specialist to join our team at the Internal Revenue Service. As a key member of our organization, you will play a crucial role in ensuring the seamless integration of our systems and services.

  • Therapeutic Services Specialist

    6 days ago

    Poughkeepsie, New York, United States Astor Services Full time

    Job OverviewAstor Services is seeking a skilled Therapeutic Services Specialist to join our team. This is a unique opportunity to make a meaningful impact in the lives of students who require short-term therapeutic and educational support.ResponsibilitiesThis position involves providing individual therapy, group therapy, and family therapy under the...

  • Catering Food Service Specialist

    3 days ago

    Poughkeepsie, New York, United States Gourmet Dining Full time

    Job OverviewGourmet Dining is a leading provider of innovative food service solutions to college campuses across the country. As a Catering Food Service Specialist, you will play a critical role in delivering exceptional customer experiences at events and functions.