Client Service Specialist - Private Client Insurance
The Opportunity
The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners. This is a Remote position based out of Texas or Oklahoma. In This Role You Will Execute On:- Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff.
- Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents.
- Manage activities and follow-ups to document and accomplish open items in expected timeframe.
- Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.
- Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
- Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
- Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.
- Assist in the research of invoicing and billing questions or issues.
- Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.
- Perform other duties and special projects as requested.
In This Role You’ll Need
- Bachelor’s degree in business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
- Two (2) or more years of insurance client service experience.
- Active Property & Casualty License
- Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
- Basic analytical skills
- Excellent attention to detail
- Exception oral and written communication skills
- Ability to work well in a team environment.