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Insurance Client Service Specialist

1 month ago

Independence, Ohio, United States Harrison Gray Search & Consulting Full time
Job Overview

The Client Service Specialist role at Harrison Gray Search & Consulting involves developing and maintaining strong relationships with clients by providing exceptional customer service and support. This position requires a high level of professionalism, attention to detail, and effective communication skills.

Key Responsibilities:

  • Manage a small book of business in direct support of local office operations.
  • Master and execute servicing/processing tasks, such as issuing certificates of insurance, and other related service tasks within the Agency Management System/EPIC.
  • Provide prompt, accurate, and thoughtful service to clients by consistently responding to internal and external client inquiries within 24 hours.
  • Produce accurate and thorough documents using Word and Excel to meet deadlines.
  • Assist in the facilitation of the Client Engagement Strategy, including scheduling, creating documents, and documentation in EPIC.
  • Organize and market new business submissions in collaboration with other team members and stakeholders.

Requirements:

  • Client/Quality Focus: Anticipates, monitors, and meets the needs of clients, responding to them appropriately.
  • 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.
  • Emotional Intelligence/Inclusiveness: Interacts appropriately with all team members, visitors, carriers, and community partners.