Position Overview
The Client Service Specialist provides day-to-day support for small business clients primarily on the West Coast.
Primary Responsibilities
Provides day to day service for an assigned book of business.
Set up and maintain client and prospect information, databases and files.
Maintain client policy information and conduct period policy reviews to ensure new and renewal policy needs are complete and accurate to maintain coverage.
Coordinate and develop renewal questionnaires, applications, submissions and market summaries.
Review, analyze and summarize policy quotes, coverage forms and proposal preparation in support of new business opportunities and current book of business.
Binding coverages and ordering policies
Perform all administrative functions associated with client maintenance including issuing policy certificates, answering customer questions about policy details, and other administrative needs.
Perform other duties and special projects as assigned.
Minimum Qualifications & Skills
High School Diploma or GED equivalent required; some college level coursework preferred
A minimum of three (3) years of Commercial Insurance experience required
Valid Resident State Agent’s License required
Exceptional communication skills including listening, speaking and writing
Exceptional relationship development and intrapersonal skills
Good working knowledge and usage of Applied EPIC
Skilled in Microsoft Office products (Word, Excel, Outlook, and PowerPoint)
Adheres to Hylant Core Values – Family, Hard Work, Honesty, Respect, Empathy
Ability to multi-task and juggle many different client requests, prioritize projects and deadlines
#LI-Hybrid
#LI-Remote
This job description is intended to describe the level of work required of the job and the physical requirements normal to the position.
Primary responsibilities are outlined; other duties may be assigned as needs arise or as required to support the primary responsibilities.
This job description is not intended as a contract and is subject to change and revision.
Any written contractual agreements will supersede this job description.
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