Client Service Specialist

Description

The Client Service Specialist supports the organization’s Client Managers through a wide variety of tasks. With a passion for customer service and values being part of a great team, this Client Service Specialist combines their friendly demeanor with stellar organization skills and detail-oriented focus to support the commercial insurance team in a fast-paced environment. 

Responsibilities

• Assist Client Managers and Advisors with the facilitation of day-to-day tasks and special projects. 
• Assist Client Managers and Advisors with online rating platforms. 
• Support team members in timely handling of phone and email communications during periods of team member absences and busy work periods.  
• Partner with insurance carriers to ensure accuracy of coverage throughout the year.
• Stay knowledgeable about carrier changes, industry developments and attend applicable carrier meetings.
• Support the marketing process by compiling documents, collecting data, and preparing continuation documents.
• Maintain thorough, accurate, and up-to-date records in our Agency Management System.
• Work closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities.
• Provide regular two-way communication between the client and team, to provide strong team representation and set proper client expectations.
• Provide feedback on Service Center performance for Operations Director to continuously improve our position for the customer's experience.

Requirements

Education & Experience 

• Education: High school diploma or GED required; bachelor’s or associate degree preferred.
• Experience: One year of experience in a service role or professional setting preferred.  
• Licensure: Willingness and ability to obtain P&C insurance license within 90 days of employment.

Knowledge & Skills 

• Demonstrate exceptional communication skills, both verbal and written, with the ability to successfully interact with a variety of client personality types at all levels within an organization.
• Manage numerous projects simultaneously while paying strict attention to detail.
• Stay organized and reprioritize tasks in an ever-changing environment.
• Exhibit excellent customer service skills complimented by a desire to problem solve.
• Aspire to be independently resourceful, but not afraid to ask questions within our supportive team environment.
• Utilize time management skills with the ability to remain focused on deadlines.
• Understand insurance documents to administer policies in different systems.
• Proficient in Microsoft Excel, Power Point and Outlook and variety of other software, systems, and programs, with the ability to learn new software applications.
• Detail-Oriented.

Physical Demands

• This role’s physical exertion is sedentary and takes place in an office environment. 
• Exerting up to 10 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull, or otherwise move objects. 
• Substantial movements and repetitive motion of the wrists, hands, and/or fingers. 
• Individual required to have close visual acuity to perform activities such as preparing and analyzing data and figures; transcribing, viewing a computer, and extensive reading.

UNICO Group is committed to the full inclusion of all qualified individuals. In keeping with our commitment, UNICO Group will take steps to ensure that people with disabilities are provided reasonable accommodation. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and to receive all other benefits and privileges of employment, contact People Operations at careers@unicogroup.com