Senior Client Service Specialist - Personal Lines

September 18

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Relation Insurance Services

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1001 - 5000 employees

Description

• The primary responsibility of this position is to assist the Sales and Account Management teams in servicing and retaining clients. • The Senior Client Service Specialist works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production staff. • This individual is expected to project a professional company image through all interaction with carriers, clients, producers, team members and others. • In addition, this position will be responsible for training and providing mentorship to less experienced client service team members. • Assists with the day-to-day maintenance of customer files in order to support the Service team. • Develops professional business relationships with producers, account managers and clients. • Develops, maintains and demonstrates a thorough knowledge of Personal Lines products and services. • Actively participates in efforts to gain and deepen client relationships. • Identifies, researches and provides resolution for escalated client issues. • Assists in the remarketing of renewals to ensure a high level of account retention. • Orders renewal policies. • Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client. • Follows up on new business submissions with carriers for submissions not being handled by Risk Placement Specialists. • Enters and rates policies in carrier websites and orders new policies as needed. • Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.) • Checks on payment status of direct bill policies to assure policies are not cancelled. • Follows up on claims and current status, updating the agency management system with claims activity, payments closures, etc. • Checks audits for accuracy and reviews with agency staff as appropriated. • Orders motor vehicle reports “MVRs” and loss run as directed. • Act as resident expert for AMS and provides training and ongoing guidance to team members at all levels.

Requirements

• A Property and Casualty and/or Personal Lines License from state of domicile is required and must be maintained thereafter. • High School Diploma. • Bilingual (English/Spanish) preferred; may be required, depending on location. • 3+ year experience in Customer Service with preference given to individuals with personal lines experience. • Proficiency with computer software and Microsoft Office Suite. • Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others. • Must be able to understand written and oral communications and interpret information written within policies. • Experience with social media, including Facebook and Twitter. • Must have a valid driver’s license, the ability to travel to client sites and a reliable source of transportation.

Benefits

• Competitive pay. • A safe and healthy work environment provided by our robust benefit program including family health and wellness programs. • 401K. • Employee assistance programs. • Paid time off. • Paid holidays and more. • Career advancement and development opportunities.