Client Service Specialist

SUMMARY :

The primary role of the Client Service Specialist is to provide administrative support to Account Team Leaders in connection with the insurance renewal process including, but not limited to maintaining client folders, producing client facing material and deliverables and preparing invoices.

The requirements listed below are representative of the knowledge, skill, and / or ability required.

QUALIFICATIONS :

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

• Schedule Renewal Planning Meetings
• Request loss run reports from the various carriers and / or underwriters
• Draft Renewal Planners, which involves creating, updating, collating and synthesizing multiple documents and data.
• Prepare client deliverables for all product lines including, E&O, Cyber and Management Liability
• Update and maintain client information in Salesforce
• Respond to client requests for certificates of insurance (COIs)
• Assist with the management and oversight of claims / litigation matters and related information / data.
• Provide support with vendor payables and invoicing
• Generate reports for account teams and leadership
• Other administrative and project management duties

KEY COMPETENCIES :

• Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel
• Strong attention to detail and time management abilities
• Strong ability to multi-task and assign priority
• Ability to work effectively and efficiently both with and without direct supervision
• Ability to work effectively and efficiently in a team environment as well as independently
• Strong interpersonal communication skills, both written and verbal;
• Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands
• Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy.

EDUCATION and / or EXPERIENCE :

• Associate degree required; Bachelor’s degree strongly preferred.
• 0 - 2 years’ experience working in a corporate company, insurance industry experience is a plus.
• Experience with agency management software (preferably Sagitta and Salesforce) preferred
• Proficient with MS Word, Excel and Outlook
• Strong analytical skills and knowledge of professional liability insurance preferred

WHY JOIN EPIC?

• Ranked #17 Top 100 Largest U.S. Broker by Business Insurance
• Awesome Benefits : 401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!).
28 days ago