Service Delivery Coordinator

2 days ago

Mankato, Minnesota, United States First Mainstreet Insurance L.c. Full time
Job Title: Service Specialist

At First Mainstreet Insurance L.c., we are seeking a highly skilled Service Specialist to join our team. As a Service Specialist, you will play a critical role in delivering exceptional service and support to our valued clients.

Key Responsibilities:
  • Develop and maintain strong relationships with clients to ensure their needs are met and exceeded.
  • Provide administrative support to the Account Manager, Account Executive, and Risk Advisor, ensuring timely completion of tasks and accurate data integration.
  • Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention.
  • Market new business and/or renewal business in conjunction with a Risk Advisor or Account Manager.
  • Manage all account work in our agency management system (EPIC) to ensure accurate data.
  • Manage assigned office operations, including mail, phones, and office supplies.
  • Seek opportunities to increase knowledge of insurance industry trends, market conditions, and competitors.
  • Maintain confidentiality of client and carrier information.
Requirements:
  • Proven experience in service management or a related client-facing role.
  • Proficient in Microsoft Office and other applications to maximize efficiency and function in a paper-free environment.
  • Excellent communication and interpersonal skills, with the ability to interact effectively with clients and stakeholders at all levels.
  • Exceptional problem-solving skills with a strong focus on client satisfaction.
  • Strong organization and time management skills.
  • Ability to adapt to a fast-paced and dynamic environment.
Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information. The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

This job description is intended to describe the normal level of work required by the person performing the work. The essential job functions outlined are primary duties and responsibilities. Other duties may be assigned as needs arise or as required. This description is not intended as a contract and is subject to change. Any written contractual agreements supersede this job description. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential job functions.

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