Commercial Insurance Client Service Specialist

High school diploma or equivalent
Demonstrated proficiency in computer applications such as Microsoft Office Suite
Demonstrate strong organizational and project skills
Strong communication and interpersonal skills (written and verbal)
Act with responsiveness, urgency and professionalism in all matters
Prioritize work to achieve timely completion of the most critical and sensitive activities
Respond quickly to client requests and work to provide appropriate information
Accept accountability for the quality of work

Support the service and production team in reaching overall agency revenue and retention goals
Process new and renewal business
Update and maintain information in the client management system
Address and resolve client questions and issues
Escalate issues of increased complexity
Provide clients with information including plan information, rates, contributions, and carrier contacts
Assemble proposals and other presentations
Assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards
Assist clients with claims resolution