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Client Service Specialist - Commercial Insurance

Hylant
Jacksonville, Florida
Full-time

Description

The Opportunity :

The Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards.

Provide a high level of support to fellow team members in the handling of new & renewal business, enabling continuous growth & development of insurance knowledge & professionalism to the highest level possible.

Hylant operates in a hybrid work environment with a minimum of 2 days in office and the opportunity to work remotely the remaining 3 days.

In office requirements may be greater at the early stages of employment or based on business need.

Are You A Match?

The Client Service Specialist is driven by prompt, accurate and thoughtful service to clients by consistently responding to inquiries within 24 hours of receipt.

With 5+ years’ experience in this space you will need a valid Ohio insurance license in good standing.

In This Role You Will Execute On :

  • Manage a small book of business in direct support of local office operations
  • Master and execute servicing / processing tasks (such as issuance of certificates of insurance, etc.) and other related service tasks within the Agency Management System / EPIC while utilizing appropriate naming conventions and activities
  • Provide prompt, accurate & thoughtful service to clients by consistently responding to internal and external client inquiries within 24 hours of when they are received
  • Produce accurate and thorough documents using word and excel in order to meet deadlines
  • Assist in the facilitation of the Client Engagement Strategy including scheduling, creating of documents, documentation in EPIC, etc.
  • Organize and market new business submissions, in collaboration with other team members and stakeholders

In This Role You’ll Need :

Client / Quality Focus : Anticipates, monitors and meets the needs of clients, and responds to them in an appropriate manner.

Demonstrates a personal commitment to identify clients' business needs and continually seeks to provide a trusted advisor level of service

  • Organization and Planning : Ability to plan, prioritize and organize work to meet or exceed deadline expectations
  • Attention to Detail : Comprehensive and error free work
  • Coachable : Quick learner and the ability to take direction / constructive feedback
  • Communication : Successfully conveys information and expresses thoughts and facts. Demonstrates effective use of listening skills and displays openness to other people's ideas and thoughts
  • Emotional Intelligence / Inclusiveness : Appropriately interacts with all members of the team, visitors, carriers and community partners without regard to individual characteristics
  • 30+ days ago
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