What are the responsibilities and job description for the Client Service Specialist - Commercial Insurance position at Hylant?
The Opportunity:
The Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards. Provide a high level of support to fellow team members in the handling of new & renewal business, enabling continuous growth & development of insurance knowledge & professionalism to the highest level possible.
Hylant operates in a hybrid work environment with a minimum of 2 days in office and the opportunity to work remotely the remaining 3 days. In office requirements may be greater at the early stages of employment or based on business need.
Are You A Match?
The Client Service Specialist is driven by prompt, accurate and thoughtful service to clients by consistently responding to inquiries within 24 hours of receipt. With 5 years’ experience in this space you will need a valid Ohio insurance license in good standing.
In This Role You Will Execute On:
- Manage a small book of business in direct support of local office operations
- Master and execute servicing/processing tasks (such as issuance of certificates of insurance, etc.) and other related service tasks within the Agency Management System/EPIC while utilizing appropriate naming conventions and activities
- Provide prompt, accurate & thoughtful service to clients by consistently responding to internal and external client inquiries within 24 hours of when they are received
- Produce accurate and thorough documents using word and excel in order to meet deadlines
- Assist in the facilitation of the Client Engagement Strategy including scheduling, creating of documents, documentation in EPIC, etc.
- Organize and market new business submissions, in collaboration with other team members and stakeholders
In This Role You’ll Need:
- Client/Quality Focus: Anticipates, monitors and meets the needs of clients, and responds to them in an appropriate manner. Demonstrates a personal commitment to identify clients' business needs and continually seeks to provide a trusted advisor level of service
- Organization and Planning: Ability to plan, prioritize and organize work to meet or exceed deadline expectations
- Attention to Detail: Comprehensive and error free work
- Coachable: Quick learner and the ability to take direction/constructive feedback
- Communication: Successfully conveys information and expresses thoughts and facts. Demonstrates effective use of listening skills and displays openness to other people's ideas and thoughts
- Emotional Intelligence/Inclusiveness: Appropriately interacts with all members of the team, visitors, carriers and community partners without regard to individual characteristics
Why Hylant?
A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with over 20 offices in seven states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.
Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.
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