Insurance Client Service Specialist
2 days ago
We are seeking a highly skilled and detail-oriented Brokerage Client Specialist to join our team. As a key member of our sales and client management team, you will play a pivotal role in bolstering our business endeavors.
Key Responsibilities- Provide exceptional support to our Brokerage client service and sales teams.
- Ensure clients' needs are promptly and accurately addressed, fostering trust and satisfaction.
- Efficiently handle policy tasks such as certificates, audits, and reviewing endorsements to adhere to our high service standards.
- Navigate our agency management system, Epic, with finesse to process policy changes seamlessly.
- Offer project assistance to our Client Managers as required, contributing to team synergy and success.
- High school diploma or equivalent is required.
- Property and Casualty insurance license preferred or willing to obtain upon hire.
- Minimum of one year administrative/clerical experience and/or training is required.
- Demonstrated proficiency in professional verbal and written communication.
- Team player mentality, delegating effectively and fostering trust among colleagues.
- Demonstrated proficiency in Microsoft Windows-based software applications, including Word, Excel, and PowerPoint required.
As a valued member of our team, you will enjoy a dynamic and flexible work environment, with opportunities for growth and development. Our benefits package includes flexible time-off, paid parental leave, employee appreciation events, and volunteering opportunities, as well as a profit-sharing program that ensures every member of our team shares in our success.
About UsM3 Insurance is a privately owned and independent insurance broker, dedicated to helping our clients manage risk and achieve their goals. We prioritize work-life balance and empower our employees to thrive in a supportive and inclusive atmosphere.
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