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Customer Service Advisor
2 months ago
Position Overview:
The Client Engagement Specialist plays a pivotal role in fostering, enhancing, and maintaining client relationships by delivering outstanding customer service that aligns with organizational standards.
This position entails providing comprehensive support to colleagues in managing both new and renewal business, while promoting ongoing growth and development in insurance expertise and professionalism.
This role operates in a hybrid work model, requiring a minimum of 2 days in the office, with the flexibility to work remotely for the remaining 3 days. In-office attendance may be increased during the initial phases of employment or as dictated by business requirements.
Are You the Right Fit?The Client Engagement Specialist is adept at providing timely, precise, and considerate service to clients, ensuring all inquiries are addressed within a 24-hour timeframe.
With over 5 years of experience in the industry, a valid Ohio insurance license in good standing is essential.Key Responsibilities:
Managing a select portfolio of clients in direct support of local office functions.
Mastering and executing service-related tasks (such as issuing certificates of insurance) and other associated service duties within the Agency Management System/EPIC, while adhering to appropriate naming conventions and activity logs.
Delivering prompt, accurate, and thoughtful service to clients by consistently responding to both internal and external inquiries within 24 hours of receipt.
Generating precise and comprehensive documents using Word and Excel to meet established deadlines.Assisting in the implementation of the Client Engagement Strategy, which includes scheduling, document creation, and record-keeping in EPIC, among other tasks.
Coordinating and promoting new business submissions in collaboration with team members and stakeholders.
Qualifications:
Client/Quality Orientation:
Proactively anticipates, monitors, and addresses client needs, responding appropriately. Shows a dedication to understanding clients' business requirements and consistently strives to deliver a trusted advisor level of service.
Organizational Skills:
Demonstrates the ability to plan, prioritize, and organize tasks to meet or exceed deadlines.
Attention to Detail:
Ensures that all work is thorough and free from errors.
Receptiveness to Feedback:
Able to learn quickly and take constructive criticism positively.
Effective Communication:
Conveys information clearly and articulately. Exhibits strong listening skills and remains open to the ideas and perspectives of others.
Emotional Intelligence and Inclusivity:
Interacts appropriately with all team members, visitors, carriers, and community partners, without regard to individual characteristics.
