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Client Service Specialist

1 month ago

Arlington Heights, Illinois, United States EPIC Brokers Full time
Job Title: Client Service Specialist

Location: Hybrid, Arlington Heights, IL

Job Summary:

The Client Service Specialist plays a crucial role in providing administrative support to Account Team Leaders in connection with the insurance renewal process. This includes maintaining client folders, producing client-facing materials, and preparing invoices.

Key Responsibilities:
  • Schedule Renewal Planning Meetings
  • Request loss run reports from carriers and underwriters
  • Draft Renewal Planners, which involves creating, updating, and synthesizing multiple documents and data
  • Prepare client deliverables for all product lines, including E&O, Cyber, and Management Liability
  • Update and maintain client information in Salesforce
  • Respond to client requests for certificates of insurance (COIs)
  • Assist with the management and oversight of claims/litigation matters and related information/data
  • Provide support with vendor payables and invoicing
  • Generate reports for account teams and leadership
  • Other administrative and project management duties
Requirements:
  • Advanced knowledge of navigating the Internet and various Microsoft Office programs, including Windows, Outlook, Word, PowerPoint, and Excel
  • Strong attention to detail and time management abilities
  • Strong ability to multi-task and assign priority
  • Ability to work effectively and efficiently both with and without direct supervision
  • Ability to work effectively and efficiently in a team environment as well as independently
  • Strong interpersonal communication skills, both written and verbal
  • Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
  • Must have high level of interpersonal skills to handle sensitive and confidential situations
Education and Experience:
  • Associate degree required; Bachelor's degree strongly preferred
  • 0 - 2 years' experience working in a corporate company, insurance industry experience is a plus
  • Experience with agency management software (preferably Sagitta and Salesforce) preferred
  • Proficient with MS Word, Excel, and Outlook
  • Strong analytical skills and knowledge of professional liability insurance preferred
Why Join EPIC?
  • Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
  • Awesome Benefits: 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs

EPIC embraces diversity in all its various forms, whether it be diversity of thought, background, race, religion, gender, skills, or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected, and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered helps us to deliver the best outcome to our clients.