Claims Client Service Specialist

3 days ago

East Berne, United States Marshall & Sterling Inc Full time
Job Title: Claims Client Service Specialist

We are seeking a highly skilled Claims Client Service Specialist to join our team at Marshall & Sterling Inc. This role is responsible for providing exceptional service to clients by fulfilling major responsibilities, including reviewing policy coverage, identifying areas for enhancement, and coordinating with Account Managers.

Key Responsibilities:
  • Provide excellent service to clients by promptly responding to their inquiries and addressing their individual needs.
  • Review policy coverage and identify areas that need enhancement and upgrading, coordinating with Account Managers.
  • Underwrite individual risk situations to ensure they meet agency standards and those of the insurance companies we represent.
  • Secure applications from Sales Executives and Account Managers, and/or clients for all coverages, including price quotations and comparisons.
  • Manage all account transactions, including endorsements, binders, certificates, cancellations, ID cards, and correspondence.
  • Review policies for accuracy and completeness, updating the system in accordance with workflow procedures.
  • Timely follow up on company and client suspense and diaries.
  • Treat every service contact as an opportunity for account rounding, upgrading current coverage, and to obtain referrals.
  • Seek referrals from client bases for new prospects and follow up to generate new business.
  • Keep abreast of changes within the insurance industry and maintain a file on pertinent information received from insurance companies.
  • Communicate with clients on a regular basis to thank them for their business.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Process transactions carefully, paying attention to detail in a timely manner.
  • Process claims as applicable, including follow up on outstanding claims and aid with resolution as necessary.
  • Perform financial duties as directed by management.
  • Document in the system all conversations with clients and carriers pertaining to coverages and exposures.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain favorable and professional work relationships with other staff members.
  • Adhere to established employee manual policies and guidelines.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Promptly report all possible E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
  • Perform other duties and projects as assigned.
Requirements:
  • College degree preferred, high school diploma or equivalent required.
  • Prior experience in insurance lines of coverage, fundamental rating, underwriting, and procedural skills.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • Proven ability to exceed expectations.
  • Appropriate state insurance licenses and continuing education required.
  • Works effectively and relates well with others, including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.
  • High level of organizational ability with attention to detail.

Salary Range: $47,500 - $52,500

Marshall & Sterling Inc is an equal opportunity employer and welcomes applications from all qualified candidates. We are committed to creating a diverse and inclusive work environment and are proud to be an employer of choice for many professionals in the insurance industry.

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