Careers

Senior Client Service Specialist

POSITION SUMMARY

The primary responsibility of this position is to assist the Sales and Account Management teams in servicing and retaining clients. The Senior Client Service Specialist works to ensure client retention goals are met by responding promptly to requests from clients, prospects and members of the production staff. This individual is expected to project a professional company image through all interaction with carriers, clients, producers, team members and others. In addition, this position will be responsible for training and providing mentorship to less experienced client service team members.

 

PRIMARY RESPONSIBILITY

  • Assists with the day-to-day maintenance of customer files in order to support the Service team
  • Develops professional business relationships with producers, account managers and clients
  • Develops, maintains and demonstrates a thorough knowledge of Personal Lines products and services
  • Actively learns, demonstrates and fosters the Relation culture in all actions
  • Actively participates in efforts to gain and deepen client relationships by seeking opportunities to discuss client solutions and/or referring clients to producer when needed
  • Identifies, researches and provides resolution for escalated client issues
  • Assists in the remarketing of renewals to ensure a high level of account retention
  • Orders renewal policies. Checks renewal policies against proposals and bills policies in agency management system
  • Handles endorsements including entering on company websites, follows up on endorsements not received from carriers, checks endorsements for accuracy, bills endorsements and sends to client
  • Follows up on new business submissions with carriers for submissions not being handled by Risk Placement Specialists
  • Enters and rates policies in carrier websites and orders new policies as needed
  • Issues standard certificates of insurance and other forms for holders (e.g. EOP, Binders, etc.)
  • Checks on payment status of direct bill policies to assure policies are not cancelled and alerts appropriate Producer if policies are in danger of cancellation due to non-payment of premium
  • Follows up on claims and current status, updating the agency management system with claims activity, payments closures, etc.
  • Checks audits for accuracy and reviews with agency staff as appropriated. Bill audits, creates audit review letter and sends to client
  • Order motor vehicle reports “MVRs” and loss run as directed
  • Act as resident expert for AMS and provides training and ongoing guidance to team members at all levels
  • Performs other duties and special projects as assigned

 

SKILLS

  • Proficient in using computers, internet Microsoft Office Suite and online rating systems
  • Strong knowledge of insurance markets, products, services insurance ratings and underwriting procedures
  • Working knowledge of person lines coverage
  • Outstanding interpersonal and communications skills are required to maintain effective relationships with clients, co-workers, carriers, vendors and others.
  • Must be able to understand written and oral communications and interpret information written within policies.

 

COMPENTENCIES

  • 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
  • Excellent customer service skills are a must
  • Willingness to adhere to all principles of confidentiality

 

EDUCATION AND QUALIFICATIONS

  • High School Diploma
  • Bilingual a must or a plus depending on location
  • 5+ year experience in Customer Service with preference given to individuals with commercial and/or personal lines experience

 

CERTIFICATIONS/LICENSES

  • A Property and Casualty and/or Personal Lines License from state of domicile is required and must be maintained thereafter.

Details

DEPARTMENT

Personal Lines

LOCATION

Santa Maria, CA

REPORTING TO

Chief Operating Officer

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