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
Policy documents, client proposals, and state filings for surplus lines
Domain
Commercial Insurance Brokerage
Deliverable
client delivery
Required skills
Property & Casualty licensing, policy processing, client communication, document preparation, billing research, surplus lines documentation
Preferred skills
Microsoft Office proficiency, analytical skills, attention to detail
Technologies
Hylant technology, client portals
Responsibilities
Respond to and document routine client inquiries; process change requests, endorsements, proofs, and audits; review policies for coverage accuracy; assist with new and renewal processes including binding and marketing; prepare client documentation and proposals; research invoicing and billing issues; drive completion of Surplus Lines filings
Seniority
Mid-level, hands-on IC