Insurance Client Service Representative

3 days ago


Davie, Florida, United States Marshall & Sterling Full time
Job Title: Personal Lines Client Service Specialist

Marshall & Sterling is seeking a highly skilled Personal Lines Client Service Specialist to join our team. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, ensuring their insurance needs are met, and building strong relationships with them.

Key Responsibilities:
  • Serve as a point of contact for clients, responding to their inquiries and addressing their individual needs in a timely and professional manner.
  • Assist Account Managers and Producers in securing applications from clients, managing all account transactions, and reviewing policies for accuracy and completeness.
  • Process transactions with attention to detail, following workflow procedures and guidelines to reduce the risk of E & O Claims.
  • Communicate with Account Managers and Supervisors regularly, documenting all conversations with clients and carriers in the system.
  • Stay up-to-date with changes in the insurance industry, maintaining a file on pertinent information from companies.
Requirements:
  • Prior experience in insurance lines of coverage, fundamental rating, underwriting, and procedural skills.
  • Experience with AMS360 and Image Right is a plus.
  • Proven ability to exceed expectations, with a high level of organizational ability and attention to detail.
  • Brokers License in the resident state.

Marshall & Sterling is an equal opportunity employer and welcomes applications from diverse candidates. The salary range for this position is $47,500 - $52,500, with the specific salary offered influenced by factors such as relevant experience, education, and work location.



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