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Client Service Specialist
2 weeks ago
We are seeking a talented and driven individual to join our team at Guided Insurance Solutions. As a Customer Service Representative, you will play a vital role in helping our clients achieve their financial goals by providing expert advice and support.
About the RoleThe Client Relations Analyst works closely with advisors and line-of-business specialists to analyze client data and develop effective risk management solutions. This individual must possess strong analytical and problem-solving skills, as well as excellent communication and interpersonal skills.
Responsibilities:
- Prepare documents for presenting risks to the market.
- Prepare applications, summaries of insurance, insurance certificates, and other coverage-related documents.
- Answer incoming calls from existing clients for service requests.
- Assist client service teams in preparing presentation materials.
- Record data into the appropriate insurance company and firm software programs.
- Run monthly cancellation and expiration reports.
- Process and complete endorsements and audits.
What We Offer:
- A dynamic and fast-paced work environment.
- Ongoing training and professional development opportunities.
- A competitive salary and benefits package.