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Client Service Specialist - Real Estate

Hylant
Ann Arbor, Michigan
Full-time

Description

The Opportunity : The Client Service Specialist (CSS) position will consistently and effectively develop, enhance, and solidify relationships with the service team by providing exceptional service in accordance with Hylant standards.

The CSS role will provide a high level of quality support to the Client Service Managers (CSM) and Client Executives (CE) in the Real Estate Vertical and the handling of the team accounts.

In the CSS capacity, the employee will continue to grow and develop insurance surety knowledge in a professional and reliable manner.

Are You A Match? The Client Service Specialist will work hybrid based out of one of our offices and needs to have exceptional communication skills, relationship development, and the ability to effectively multi-task.

The successful applicant will be a self-directed team player and is driven by prompt, accurate, and thoughtful service to clients.

In This Role You Will Execute On :

  • Providing prompt, accurate, and thoughtful service to Commercial team members and insurance carriers.
  • Consistently responding to internal and external inquiries within 24 hours of when they are received.
  • Master and executing on the daily servicing and processing for clients within EPIC (Agency Management System)
  • Working closely with CSMs on renewals and remarketing tasks including but not limited to : preparation of applications, negotiations with underwriters, obtaining quotes, creating proposals, monitoring stats, and follow-up with client in conjunction with the Alternative Marketing Workflow.
  • Ensuring support of the Client Engagement Strategy (including scheduling, creating of documents, documentation in EPIC, etc.)
  • Continuous improvement of professional skills, industry knowledge and key relationships.
  • Provide backup support for other team members in times of absence.

In This Role You Will Need :

  • Property & Casualty licensing in good standing
  • 2+ years of insurance service experience
  • Excellent customer service, time management and communication skills
  • Strong verbal and email communication skills and knowledge of when to utilize one over the other
  • Self-directed team player work style
  • Passion around client management, problem solving and strategic planning
  • Discipline, organized and efficient, effective at time management
  • Ability to handle multiple projects at the same time effectively
  • A high level of accuracy and a strong attention to detail are a must for success in this role
  • Adherence to Hylant Core Values Family, Hard Work, Honesty, Respect, and Empathy
  • 30+ days ago
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