Client Service Associate

3 weeks ago

Hartland, Wisconsin, United States Marshall & Sterling Full time
{"Job Title": "Assistant Client Service Specialist", "Job Description": "Key Responsibilities

As a valued member of our team at Marshall & Sterling, you will provide exceptional service and administrative support to our clients and colleagues. Your attention to detail and organizational skills will be essential in ensuring the smooth operation of our daily tasks.

  • Provide prompt and efficient assistance to clients and colleagues, adhering to agency procedures and guidelines.
  • Work collaboratively with our Customer Service team to deliver outstanding service to our clients, including invoicing, payment reminders, and processing endorsements.
  • Request and process loss runs, identification cards, certificates of insurance, and other client documents.
  • Process transactions with accuracy and attention to detail, minimizing the potential for errors and omissions.
  • Assist in entering claims and following up on outstanding claims in accordance with agency guidelines.
  • Contribute to the completion of monthly reports and other administrative tasks.
  • Maintain professional accreditation and participate in continuing education programs to stay up-to-date with industry developments.
  • Build and maintain positive working relationships with colleagues and clients.
  • Communicate effectively with supervisors and managers to ensure excellent customer service.
  • Adhere to established workflow procedures and guidelines to reduce the risk of E&O claims.
  • Adhere to employee manual policies and guidelines.
  • Promptly report any E&O claims or potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
Requirements

To be successful in this role, you will need:

  • A college degree or equivalent experience.
  • Proficiency in Microsoft Office programs.
  • Experience with Vertafore is a plus.
  • Excellent organizational skills and attention to detail.
  • Ability to work effectively with others and communicate effectively.

Marshall & Sterling is an equal opportunity employer and welcomes applications from all qualified candidates. The salary range for this position is $37,500 - $42,500, paid on an hourly basis. The specific salary offered may be influenced by factors such as relevant experience, education, and work location.", "Salary Range": "$37,500 - $42,500 paid on an hourly basis"}

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