Client Services Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Develop and sustain robust relationships with clients and internal stakeholders.

• Address client and account inquiries while resolving any issues that arise.

• Process and follow up on endorsements, policy modifications, and service transactions.

• Assess policy documents and modifications for precision, carrier stipulations, agency practices, and compliance criteria.

• Collaborate with Sales for the setup of new business and transition to ongoing service.

• Partner with Renewal Specialists on service-related tasks and client requests.

• Detect coverage gaps and additional account requirements, referring opportunities to Sales.

• Manage mid-term remarkets and pinpoint account rounding and upsell possibilities.

• Facilitate communication among clients, producers, carriers, and internal teams.

• Ensure accurate account activity, documentation, and system records are maintained.

• Work alongside Account Support Associates on processing tasks and workflows.

• Engage in team huddles and training sessions.

• Pursue ongoing education regarding insurance products, carriers, and industry advancements.

• Safeguard confidential employee and client information while adhering to ethical standards.

• Report directly to the Director of the operational pillar.

⛳️ Requirements

• 1–3 years of experience in a role focused on sales, account management, or customer service.

• High school diploma or GED, or an associate degree in Business Administration or a related field.

• Florida 2-20 Insurance License, or a Florida 20-44 Insurance License for a Personal Lines-only position.

• Extensive knowledge of insurance products, coverages, policies, procedures, and underwriting fundamentals.

• Proven experience in cultivating client relationships, identifying individual needs, and offering customized insurance solutions.

• Strong organizational abilities with a knack for prioritizing tasks and managing daily responsibilities.

• Excellent problem-solving skills and a determined approach to resolving client issues.

• Exceptional written and verbal communication capabilities.

• Ability to work collaboratively and contribute to collective team objectives.

• Proficient with CRM platforms, Microsoft Office Suite, and emerging AI technologies.

• Commitment to confidentiality, ethical practices, and remaining informed about industry trends, regulations, and best practices.

• Experience in the Property and Casualty insurance sector is a valuable asset.

• A Bachelor's degree in Sales, Business Administration, Marketing, or a similar discipline is a valuable asset.

🏝️ Benefits

• Multiple medical plan options, with preventive care covered at 100%.

• Free virtual medical and mental healthcare for employees and their families.

• Dedicated healthcare concierge service.

• Employer-funded short-term and long-term disability insurance coverage.

• Paid parental leave benefits.

• Personalized Paid Time Off (PTO) without conventional accrual systems.

• Separate sick leave provisions.

• Competitive 401(k) company matching contributions.

• Comprehensive dental and vision insurance coverage.

• Employee Assistance Program offering confidential mental health, legal, financial, and work-life support.

• Paid holidays provided by the company.

• Supplemental compensation may include performance-based bonuses, commissions, or equity, subject to eligibility.