Client Specialist
Core
Provide administrative and professional support to insurance clients and associates, focusing on customer service and policy management for Property & Casualty or Employee Benefits lines.
Role type
Client Specialist (Administrative Support)
Builds
Commercial lines policies, employee benefits plans, and client service materials
Domain
Insurance brokerage (Property & Casualty / Employee Benefits)
Deliverable
product features
Required skills
Insurance product knowledge, policy administration, client communication, data documentation, compliance adherence, Microsoft Office proficiency
Preferred skills
Insurance licensure, professional designations, Applied Epic knowledge, college degree
Responsibilities
Communicate with clients and carriers regarding policies and products, deliver and renew policies, document all client interactions, coordinate motor vehicle reports and certificates, troubleshoot client issues and vendor problems, prepare sales materials and proposals, assist with claim reporting.
Seniority
Entry-level, <1 year experience