Commercial Insurance Client Service Specialist
1 month ago
Harrison Gray Search and Consulting LLC is seeking a highly skilled Commercial Client Service Representative to join our team. As the primary point of contact for clients, you will play a crucial role in delivering exceptional service and support.
Key Responsibilities:- Client Interaction: Serve as the primary point of contact for clients, responding to inquiries via phone, email, and in-person meetings.
- Policy Management: Assist clients with policy changes, updates, and renewals, ensuring accuracy and compliance with company policies and procedures.
- Claims Assistance: Facilitate the claims process by gathering information from clients, submitting claims to insurance carriers, and providing updates on claim status.
- Problem Resolution: Resolve client issues and complaints promptly and effectively, escalating complex issues to the appropriate department when necessary.
- Client Education: Educate clients on insurance products, coverage options, and policy features to help them make informed decisions.
- Documentation: Maintain accurate and detailed client records and documentation using our CRM system.
- Cross-functional Collaboration: Collaborate with other departments, including sales, underwriting, and claims, to provide seamless service to clients.
- Compliance: Ensure compliance with insurance regulations and company policies in all client interactions and transactions.
- Client Retention: Build strong relationships with clients to foster loyalty and retention.
- Previous experience in customer service, preferably in the insurance or financial services industry.
- Excellent verbal and written communication skills with a professional and courteous demeanor.
- Strong analytical and problem-solving abilities to address client concerns and find effective solutions.
- Ability to prioritize tasks and manage time effectively in a fast-paced environment.
- High level of accuracy and attention to detail when processing client information and documentation.
- Ability to work collaboratively with colleagues and contribute to a positive team environment.
- Proficiency in MS Office (Word, Excel, Outlook) and experience with Applied EPIC.
- Insurance producer license.
- Competitive salary, commensurate with experience.
- Opportunities for career growth and advancement within a reputable organization.
- Ongoing training and professional development programs.
- Health, Dental, Vision, and 401k match.
- Onsite Fitness Center.
- State of the Art HQ.
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