Job description
The Client Relations Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service.
Education, Experience, Skills and Abilities Requirements:
Intermediate knowledge of Microsoft Word and Excel.
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Principal Responsibilities:
- Communicate with clients regarding their policy(ies), document the detailed records of the communication in the client management program, and provide resolution to the client’s concern
- Document and process endorsements
- Follow up with the necessary contacts on items needed in order for policies to be issued
- Prepare documents for presenting risks to market
- Maintain a concern for timeliness and completeness when interacting with clients, the firm,
and insurance company partners to minimize potential for errors and omissions claims - Record surplus lines taxes and payables
- Complete special projects as assigned
- Look for opportunities to improve the firm, business segment and processes
- Bring issues and discrepancies to appropriate leadership
Education, Experience, Skills and Abilities Requirements:
Current State Insurance License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
Intermediate knowledge of Microsoft Word and Excel.
- Ability to learn appropriate insurance company and firm software programs, including but not limited to Epic and PowerPoint.
- Capable of typing a minimum of 55 words per minute.
- Excellent written and verbal communication skills.
- Takes initiative to contribute as a proactive and determined professional.
- Uses accuracy and thoroughness while completing job responsibilities.
- Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.
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PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:
Respond to incoming client service requests for small to large accounts
Process endorsements
Issues new business
Answer client questions regarding coverage
Remarkets accounts as needed
Respond to incoming client service requests for small to large accounts
Process endorsements
Issues new business
Answer client questions regarding coverage
Remarkets accounts as needed
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for some insight into our culture!
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