Client Services Specialist

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

📋 Description

• Establish and nurture robust relationships with clients and internal stakeholders.

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

• Process endorsements, policy modifications, and service transactions, ensuring timely follow-up.

• Examine policy documents and amendments for precision, adherence to carrier requirements, agency protocols, and compliance standards.

• Collaborate with the Sales team on the initiation of new business and facilitate the transition to ongoing services.

• Work alongside Renewal Specialists to manage service tasks and address client requests.

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

• Manage mid-term remarkets and pinpoint account rounding and upselling prospects.

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

• Ensure precise documentation of account activities and maintain systematic records.

• Partner with Account Support Associates to streamline processing tasks and workflows.

• Engage in team huddles and training sessions.

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

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

• Report to the Director of the operational pillar.

⛳️ Requirements

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

• 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 if focused on Personal Lines.

• In-depth understanding of insurance products, coverages, policies, procedures, and underwriting principles.

• Proven experience in building client relationships, recognizing individual needs, and delivering customized insurance solutions.

• Exceptional organizational skills with the ability to prioritize tasks and manage daily responsibilities effectively.

• Strong problem-solving abilities and a determined approach to addressing client concerns.

• Outstanding written and verbal communication skills.

• Ability to collaborate efficiently and contribute to collective team objectives.

• Proficiency in CRM platforms, Microsoft Office Suite, and emerging AI tools.

• Dedication to confidentiality, ethical standards, 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 related field is a beneficial addition.

🏝️ Benefits

• Multiple medical plan options, with preventive care fully covered.

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

• A dedicated healthcare concierge service.

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

• Paid parental leave benefits.

• Customized PTO without traditional accruals.

• Separate sick leave policy.

• Competitive 401(k) matching contributions.

• Extensive dental and vision coverage.

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

• Paid company holidays.

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