Careers

Client Service Specialist

POSITION SUMMARY

The primary responsibilities of the Intercollegiate Sports (ICS) Client Service Specialist are to provide assistance to the Company’s client base by working in partnership with the Production, Underwriting, Claims and Account Management teams. This is accomplished by researching, analyzing, and evaluating plans and programs for NCAA, NAIA, NJCAA, and independent books of basic athletic accident insurance for intercollegiate sports. The Client Service Specialist will build relationships with Producers, Underwriters, Account Managers and clients to encourage new and repeat business opportunities. This individual may be the first point of contact between Relation and potential clients; therefore, it is important that the Client Service Specialist be a skilled communicator with the ability to create a positive first impression of the Company.

 

PRIMARY RESPONSIBILITY

  • Develops professional business relationships with Producers, Underwriters, Accountant Managers and clients
  • Handles calls, emails and other inquiries from athletes and school officials regarding clarification of premium, status of eligibility, renewal progress, and other topics
  • Provides front line client service for online claim portal users, in conjunction with the IT Help Desk
  • Processes invoices in the agency management system and manages customer accounts receivables
  • Assists in the generation and distribution of monthly loss reports to clients
  • Performs research for escalated client and/or athlete issues
  • Participates in renewal and prospect discussions with Producers and Account Managers
  • Assists in generating various reports for stakeholders (Producers, Account Management, Underwriting, and clients)
  • Compiles records and deliverable reports for other insurance verification
  • Assists team with basic primary and catastrophic accident insurance annual enrollments and tracking
  • Assists Producers, Underwriters and Account Managers in preparing quotations, renewal presentations and reports for clients
  • Assists in the preparation of proposals for potential clients
  • Compiles all underwriting data and materials for each year, maintaining it in a consistent format
  • Supports quoted and written new business for as appropriate
  • Assists in development of marketing materials and strategies
  • Assists in development and implementation of new ICS programs to keep one step ahead of the changes in the market
  • Provides general support for all Producers
  • Prepares and distributes ID cards and claim kits, as needed
  • Reviews policies for accuracy
  • Performs other duties or special projects as assigned

 

SKILLS

  • Thorough knowledge of products, services and usages offered by the Company
  • Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others
  • Proficient skills in Microsoft Office (primarily Excel and Word). Must be computer literate with the ability to learn new software applications
  • Must be able to understand written and oral communications and interpret information written within plan documents
  • Working knowledge of the laws and regulations associated with HIPAA

 

COMPETENCIES

  • Ability to prioritize and handle multiple tasks in a demanding work environment
  • Ability to operate calmly in a high pressure 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
  • Excellent customer service skills are a must
  • Willingness to adhere to all principles of confidentiality
  • Must value operating in a collaborative work environment
  • Ability to work independently and as part of a team

 

EDUCATION AND QUALIFICATIONS

  • High School Diploma
  • Knowledge of administrative procedures
  • 2-4 years’ Client Service experience with preference given to individuals with experience in health and accident lines of coverage

 

CERTIFICATIONS/LICENSES

A Life, Health and Accident License from state of domicile is required within 3 months of hire and must be maintained thereafter.

Details

DEPARTMENT

ICS - Education Solutions Account Management

LOCATION

Overland Park, KS

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