Service Delivery Specialist

3 weeks ago


Lime Springs, Iowa, United States First MainStreet Insurance, L.C. Full time
Job Summary

First MainStreet Insurance, L.C. is seeking a highly skilled Service Delivery Specialist to join our team. As a key member of our operations department, you will be responsible for providing exceptional service and support to our valued clients.

Key Responsibilities
  • Client Relationship Management
    • Develop and maintain strong relationships with clients to ensure their needs are met and exceeded.
    • Regularly communicate with clients to proactively address concerns, gather feedback, and identify opportunities for account growth.
  • Administrative Support
    • Provide administrative support to the Account Manager, Account Executive, and Risk Advisor.
    • Process all administrative responsibilities in a timely manner, including data integration and reporting for the team.
  • Account Management
    • Manage and report information from clients to ensure we are assisting in minimizing exposures.
    • Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention.
  • Business Development
    • Market new business and/or renewal business, in conjunction with a Risk Advisor or Account Manager.
  • Office Operations
    • Manage all account work in our agency management system (EPIC) to ensure all data is accurate.
    • Manage assigned office operations, including mail, office supplies, and other administrative tasks.
  • Professional Development
    • Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors.
    • Embrace the tools provided to become efficient in managing a book of business that is assigned.
  • Confidentiality
    • Maintain confidentiality of client and carrier information.
Requirements
  • Proven experience in service management or related client-facing role.
  • Proficient or able to quickly learn and utilize 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.
  • Strong collaborative and morale skills to motivate and assist a high-performing team.
  • Ability to adapt to a fast-paced and dynamic environment.


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