Service Delivery Expert

4 days ago

Vernon Center, Minnesota, United States First MainStreet Insurance, L.C. Full time
Job Summary

We are seeking a highly skilled Service Specialist to join our team at First MainStreet Insurance, L.C. This role is responsible for providing exceptional service and support to our valued clients, ensuring timely and accurate administrative tasks, and contributing to the growth and success of our office.

Key Responsibilities
  • Develop and maintain strong relationships with clients through proactive communication and issue resolution.
  • Ensure all deadlines are met for assigned tasks, supporting the management of accounts and minimizing exposures.
  • Monitor account satisfaction levels and take proactive measures to ensure high levels of account retention.
  • Market new business and/or renewal business in conjunction with a Risk Advisor or Account Manager.
  • Manage all account work in our agency management system (EPIC) to ensure accurate data.
  • Manage assigned office operations, including mail, phones, office supplies, and other administrative tasks.
  • Seek and develop opportunities to increase knowledge of insurance industry trends, market conditions, and competitors.
  • Maintain confidentiality of client and carrier information.
  • Perform other duties as assigned, appropriate to the position.
Requirements
  • Proven experience in service management or a related client-facing role.
  • Proficient in 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.
Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to communicate verbally and to listen for instructions and information.

The employee is also required to sit for long periods of time often in front of a computer monitor and operate a computer keyboard.

The employee must occasionally lift and/or move up to 25 pounds.

Specific vision abilities required include close vision, distance vision, color vision, depth perception, and ability to adjust focus.

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