Description
Career Opportunity for Top Talent!
COMPANY OVERVIEW
We are a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.
POSITION SUMMARY
The Client Service Specialist assists with the day-to-day maintenance of customer files and acts as the front-line administrative processor. They remain knowledgeable of advances in the insurance business, stay abreast of the types of insurance products available and work with clients and others in a professional manner.
A GLIMPSE INTO THE POSITION
- Greets clients and office visitors on a daily basis.
- Answers telephone calls incoming from Relation clients and contacts and directs to appropriate team member.
- Supports Relation client teams in peer reviewing and assembly of client presentations.
- Maintains day to day office support functions such as stocking printers, handling sensitive documents and mail, deliveries, and other needs.
- Attends Relation team meetings to take notes and document meetings as needed.
- Provides back up support to client support teams, eligibility and enrollment and/or agency management systems as needed.
- Acts as ambassador of Relation culture to clients, teams and visitors.
- Performs administrative duties (filing, photocopying and faxing) in an efficient and timely manner.
- Prepares renewal proposals and summaries of Insurance for commercial lines department.
- Prepares Expiration Reports for all departments and processes certificates of Insurance – Commercial Lines.
- Processes endorsement requests to insurance carriers – Commercial Lines and initial claims to insurance carriers/provide new claim correspondence to clients.
- Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.).
- Performs other duties as assigned.
Requirements
SKILLS
- Proficient in using computers, Microsoft Office Suite (emphasis on Excel), agency management systems software, and online rating systems.
- Knowledge of insurance markets, products, services insurance ratings and underwriting procedures.
- Working knowledge of commercial lines of coverage.
- Outstanding interpersonal and communications skills.
- Must be able to understand written and oral communications and interpret information written within policies.
COMPETENCIES
- Ability to work independently with limited daily supervision and to work effectively in a team environment.
- Ability to function effectively under tight time constraints, consistently meet strict deadlines, prioritize, and handle multiple tasks in a demanding work environment.
- Enthusiastic, dependable, highly motivated and detail oriented.
- Hands-on, open minded, proactive team player.
- Self-managed and responsible for project and time management.
- Customer focused, high integrity, excellent work ethic.
- Willingness to adhere to all principles of confidentiality.
EDUCATION AND QUALIFICATIONS
- High School Diploma.
- Bilingual a must or a plus depending on location.
- 3 + year experience in Customer Service with preference given to individuals with commercial lines experience.
CERTIFICATIONS/LICENSES
- A Property and Casualty License from state of domicile is required within 6 months of hire and must be maintained thereafter.
Relation Insurance Inc. provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. The disclosed range estimate has not been adjusted for the applicable geographic differential associated with the location at which the position may be filled. At Relation, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case. A reasonable estimate of the current range is presented within this posting.
You may also be eligible to participate in a discretionary annual incentive program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.