Customer Care Associate
1 week ago
JOB OVERVIEW
The Client Support Specialist is an entry-level role that significantly contributes to enhancing our client interactions and achieving the mission of Hawk Advisers. This position is dedicated to delivering outstanding customer service and addressing the needs of our clientele. It presents an exciting opportunity to join a reputable independent insurance agency and acquire valuable experience in a professional setting with a successful team.
KEY RESPONSIBILITIES
1. Manage daily operations of personal lines accounts, including handling customer service inquiries, inbound and outbound communications, and face-to-face client meetings.
2. Collaborate with insurance providers to gather information, meet agency responsibilities, and improve client communication.
3. Retrieve account histories, research public records, and prepare accounts for underwriting processes.
4. Distribute policy documents and correspondence from carriers.
5. Resolve billing discrepancies and assist clients with premium payment processes.
6. Reassess accounts, conduct coverage evaluations, and process modification requests.
7. Maintain accurate client files and ensure proper documentation by processing all policies, endorsement changes, invoices, certificates of insurance, and related activities in accordance with agency protocols.
8. Address client inquiries, manage incoming emails, mail, and requests in line with agency procedures.
9. Review all items for processing to ensure accuracy and completeness.
10. Prepare billing in accordance with the agency's credit and collections policies.
ADDITIONAL RESPONSIBILITIES
1. Engage in training programs focused on insurance and sales skills.
2. Keep abreast of current carrier underwriting standards.
3. Stay informed about industry developments by reading relevant publications and company updates.
4. Participate in special projects as requested by management.
5. Uphold and embody the company’s mission and core values.
6. Thrive in a collaborative team environment.
7. Perform any additional duties as assigned.
QUALIFICATIONS & EDUCATION
1. A two-year associate degree is required; a four-year degree is preferred.
2. Basic understanding of insurance principles.
3. Proven experience in an electronic work environment; proficient in automation tools, including MIS, Outlook, Word, Excel, document management software, and phone systems.
4. Familiarity with risk assessment and management strategies.
5. Strong time management, organizational, and communication skills, both verbal and written.
6. High level of self-motivation and initiative.
7. Demonstrated skills in customer service.
8. Ability to manage multiple tasks accurately and efficiently.
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