Client Specialist – Small Business Service Center

Client Specialist – Small Business Service Center

Requirements

• Good understanding of insurance industry, its products and services.
• Sound understanding of commercial lines and insurance contracts and how it applies to business development and determining business opportunity.
• Strong verbal and written communication skills with the ability to effectively interact with internal and external business partners.
• Customer service focus and ability to resolve issues and problems.
• Results-oriented with the ability to work within fast-paced environment and to sell insurance coverages.
• Knowledge of Microsoft Office Suite as well as other business-related software.
• Requires General Lines 2-20 Agents License.
• Typically a minimum four years experience of commercial lines including good understanding of Auto, WC, General Liability and Property coverages.

Responsibilities

• Analyzes and completes complex policy transactions for all coverage lines within the required timeframes.
• Identifies or anticipates customer needs and recommends solutions and monitors results.
• Counsels client on coverages by interpreting coverage, identifies gaps, and recommends solutions.
• Regularly communicates with policyholders to convey commercial insurance products and coverage recommendations to prevent the potential for agent’s errors and omissions.
• Identifies sales opportunities and uses consultative selling skills to write new business, cross-sell coverages, round accounts and to handle customer objections.
• Listens to the needs and concerns of the clients and works with team members to achieve mutual goals.
• May participate in setting pricing strategies and class of business for assigned territory.
• Maintains licenses by taking continuing education courses.
• Stays up to date on assigned territory, the rules and regulations in the territory to handle customer’s servicing and overall insurance needs.
• May underwrite low risk accounts within limited underwriting authority.
• May train and mentor less experienced staff.

Preferred Qualifications

No preferred qualifications provided.