Client Service Specialist

Poughkeepsie, New York
MARSHALL & STERLING INC
Description:

The Client Service Specialist will provide superior service and serve as the point of contact person for our clients and Account Managers.

RESPONSIBILITIES

• Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual needs for the products and services that our Agency provides.
• Secures applications from clients for all coverage’s, including price quotations and comparisons for the companies we represent.
• Request materials, not limited to tax documents, group applications, identification cards, certificates of insurance and requests for proof of insurance.
• Manage all account transactions including but not limited to group and member paperwork, cancellations and correspondence. Review policies for accuracy and completeness and updating agency management system in accordance with workflow procedures.
• Stay informed of changes within the insurance industry, as well as maintain a file on pertinent information received from insurance companies.
• Maintain professional accreditation necessary to meet agency standards.
• Participate in continuing education programs when available.
• Build and maintain a favorable and professional work relationship with other staff members.
• Communicate with supervisor any issues to ensure excellent customer service.
• Process transactions carefully paying attention to detail on a timely basis to minimize the potential for an errors and omissions exposure.
• Process claims as applicable.
• Save all correspondence with clients and/or carriers pertaining to coverage’s and exposures.
• Adhere to established employee manual policies and guidelines.
• Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
• Promptly report all possible errors and omissions to Supervisor.
• Maintain confidentiality in all aspects of client, staff and agency information.
• Perform other duties and projects as assigned.

Requirements:

Customer Service Representative job qualifications:

• Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
• Experience and knowledge of Microsoft Office programs.
• Knowledge of multiple insurance plan designs required
• Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the company.
• Demonstrated ability to communicate effectively.
• High level of organizational ability with attention to detail.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

PI