Client Service Specialist

Respond to and document routine client inquiries; elevate complex inquiries to senior staff Process daily service needs, including change requests, endorsements, proofs, audits, and policy-related documents Manage activities and follow-ups for open items within expected timeframes Review and process policies and endorsements for coverage, policy content, and form-completion accuracy Assist with new and renewal processes, including information gathering, document preparation, binding, marketing, and related needs Prepare client documentation, branded templates, proposals, stewardship materials, and presentations Manage internal systems, client portals, and assigned account details using Hylant technology and resources Research invoicing and billing questions or issues Complete Surplus Lines processes for non-admitted placements, including documentation and invoicing Perform other duties and special projects as requested Requirements Bachelor's degree in business, insurance, risk management, or similar field of study; equivalent combination of education and work experience may be considered Two (2) or more years of insurance client service experience Active Property & Casualty License Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook) Basic analytical skills Excellent attention to detail Exception oral and written communication skills Ability to work well in a team environment Core Competencies Demonstrates expertise in insurance client service, including policy processing, documentation accuracy, and client communication. Proficient in managing client inquiries and utilizing technology for account management. Highest-signal resume keywords Insurance Client Service Experience Active Property & Casualty License Intermediate Microsoft Office Skills Attention To Detail Oral And Written Communication Skills Hard Skills Policy Processing Document Preparation Change Requests Endorsements Audits Invoicing Surplus Lines Processes Analytical Skills Soft Skills Team Collaboration Client Communication Certifications & Qualifications Bachelor's Degree Property & Casualty License Industry Keywords Insurance Risk Management Client Documentation Policy Content Tools & Technologies Hylant Technology Client Portals #J-18808-Ljbffr