Commercial Lines Client Service Specialist

7 days ago

Charlotte, North Carolina, United States Marshall & Sterling Inc Full time
Job Summary

We are seeking a highly skilled Commercial Lines Client Service Specialist to join our team at Marshall & Sterling Inc. As a key member of our team, you will be responsible for delivering exceptional service to our clients, building strong relationships, and driving business growth.

Key Responsibilities
  • Provide exceptional service to clients by promptly responding to their inquiries and addressing their individual needs.
  • Review policies to identify areas for enhancement and upgrading, and follow through with clients via email or telephone.
  • Apply industry standards when underwriting individual risks to ensure they meet our agency standards and those of the insurance companies we represent.
  • Secure applications for clients for all available coverages to generate comparable quotations for the companies we represent.
  • Manage all account transactions, including endorsements, binders, cancellations, ID cards, and correspondence, and review policies for accuracy and update the system in accordance with workflow procedures.
  • Process transactions with attention to detail and in a timely manner.
  • Review all cancellation requests from clients to determine a course of action, and make contact with the client within three days of receipt if there is an opportunity to retain the business.
  • Timely follow-ups on company and client suspense/task diaries.
  • Treat every service contact as an opportunity for account rounding, upgrading current coverage, and obtaining referrals.
  • Seek referrals from the client base for prospects to generate new business.
  • Stay current on changes in the insurance industry and maintain a file on pertinent information received from insurance companies.
  • Communicate with clients regularly and be mindful to thank them for their business.
  • Communicate with supervisor/manager with any issues to ensure excellent customer service.
  • Build and maintain excellent and professional work relationships with other staff members.
  • Mentor other team members.
  • Document all conversations with clients and carriers.
  • Maintain professional accreditation necessary to meet industry and agency standards.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Maintain confidentiality in all aspects of clients, staff, and agency information.
  • Perform other duties and projects as assigned.
Requirements
  • High School diploma or equivalent required.
  • Experience and knowledge of Microsoft Office Programs.
  • Experience with Vertaforce and AMS360 a plus.
  • High level of organizational ability with attention to detail.
  • Prior experience in various lines of insurance business, underwriting, rating, and procedural skill.
  • Demonstrate ability to communicate effectively.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Salary Range is $47,500 - $52,500 per year to be paid on an hourly basis.

The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

Compensation details: Hourly Wage

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