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Insurance Client Service Representative

1 month ago

Columbus, Ohio, United States Harrison Gray Search and Consulting LLC Full time
Job Opportunity:

The Client Service Specialist is a key role within our organization, responsible for fostering and maintaining strong client relationships through exceptional customer service. This position requires a high level of professionalism, attention to detail, and effective communication skills to ensure seamless interactions with clients and internal stakeholders.

Key Responsibilities:
  • Manage a small book of business, providing direct support to local office operations.
  • Master and execute servicing/processing tasks, such as issuing certificates of insurance, within the Agency Management System/EPIC.
  • Provide prompt, accurate, and thoughtful service to clients, responding to 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: Anticipate, monitor, and meet client needs, responding appropriately. Demonstrate a commitment to understanding clients' business needs and providing a trusted advisor level of service.
  • Organization and Planning: Ability to plan, prioritize, and organize work to meet or exceed deadline expectations.
  • Attention to Detail: Ensure work is comprehensive and error-free.
  • Coachable: Quick learner with the ability to take direction and constructive feedback.
  • Communication: Effectively convey information and express thoughts and facts. Demonstrate strong listening skills and be open to other people's ideas and thoughts.
  • Emotional Intelligence/Inclusiveness: Interact appropriately with all team members, visitors, carriers, and community partners, without regard to individual characteristics.

This role operates in a hybrid work environment in Columbus, OH, with a minimum of 2 days in the office and the opportunity to work remotely for the remaining 3 days. In-office requirements may be greater during the early stages of employment or based on business needs.