Client Service Specialist - Personal Insurance

Description

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. 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 :