Insurance Client Service Specialist

3 days ago

Poughkeepsie, New York, United States Marshall & Sterling Inc Full time
Job Title: Insurance Client Service Specialist

At Marshall & Sterling Inc, we are seeking a highly skilled Insurance Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.

Key Responsibilities:
  • Provide timely and effective service to clients, responding to their inquiries and addressing their individual needs.
  • Review policy coverage and identify areas for enhancement and upgrading, coordinating with the Account Management team.
  • Underwrite individual risk situations to ensure 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 endorsements, binders, certificates, cancellations, ID cards, and correspondence, reviewing policies for accuracy and completeness.
  • Review all cancellation requests from clients and determine action to be taken, with the goal of regaining the business if possible.
  • Timely follow up on company and client suspense and diaries.
  • Treat every service contact as an opportunity for account rounding, upgrading current coverage, and obtaining referrals.
  • Seek referrals from the client base for new prospects and follow up to generate new business.
  • Stay up-to-date on changes within the insurance industry and 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 the 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 relationships with other staff members.
  • Adhere to established employee manual policies and guidelines.
  • 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.

Marshall & Sterling Inc is an equal opportunity employer and welcomes applications from all qualified candidates. 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.

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