Client Service Specialist - Commercial Insurance
Core
Provide consistent service and support to commercial insurance clients, handling daily service needs, processing policy changes, and managing client relationships to drive retention and growth.
Role type
Client Service Specialist (Commercial Insurance)
Builds
Client service operations, policy documentation, and client retention programs
Domain
Commercial Insurance
Deliverable
client delivery
Required skills
Insurance client service, policy processing, documentation management, billing research, Surplus Lines process management, Microsoft Office proficiency, analytical skills
Preferred skills
None stated
Technologies
Hylant technology, internal systems, client portals
Responsibilities
Respond to and document routine client inquiries; process daily service needs like change requests and endorsements; review policies for accuracy; assist with new and renewal processes; support client documentation preparation; research invoicing and billing issues; drive completion of Surplus Lines process
Seniority
Mid-level, hands-on IC