Client Service Specialist
| Company | EPIC Insurance Brokers & Consultants |
|---|---|
| Location | Amarillo, TX, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level |
Requirements
- Minimum 3 years of experience in Commercial Lines Insurance
- Property & Casualty Insurance License, or ability to obtain within 90 days of employment
- Strong Microsoft skills, proficient excel skills
- Strong customer service skills with an ability to assess insurance coverage needs
- Excellent communication and diplomacy skills to resolve client issues
- Articulate, self-starter, well organized, and focused
- Goal oriented and highly motivated and resourceful to achieve results
- Ability to work independently, as well as in a team environment
Responsibilities
- Answer and respond promptly to client inquiries via phone, mail and e-mail, in a professional and courteous manner, adhering to agency guidelines.
- Maintain proper file documentation including properly documenting all phone calls, correspondence, and emails in Sagitta and Image Right.
- Prioritize workflow and follow standard procedures for processing applications, policy changes, renewals, endorsements, audits and cancellations.
- Accurately process policy changes on carrier websites or via email. Follow up with carriers to ensure all applications and policy changes are processed in a timely manner.
- Assume ownership of customer concerns and feedback until a successful resolution is achieved.
- Review client exposures, loss experience and current coverage and provide proactive solutions, and recommend appropriate products and services.
- Remarket accounts according to agency guidelines. Consider the current program and if warranted, provide other options to the client.
- Assist with the solicitation of new accounts and retention of existing accounts. Looking for new sales opportunities by cross-selling.
- Comply with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards.
- Work well within the team and with Account Executives.
Preferred Qualifications
- Minimum 3 years of experience in Commercial Lines Insurance
- Property & Casualty Insurance License, or ability to obtain within 90 days of employment
- Strong Microsoft skills, proficient excel skills
- Strong customer service skills with an ability to assess insurance coverage needs
- Excellent communication and diplomacy skills to resolve client issues
- Articulate, self-starter, well organized, and focused
- Goal oriented and highly motivated and resourceful to achieve results
- Ability to work independently, as well as in a team environment