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Farm Client Services Specialist

Sterling Thompson Company

Build a career with a company that values relationships, integrity, and long-term growth. Open positions Position: Farm Client Services Specialist Location: Louisville, KY Job Id: 183 # of Openings: 1 Responsibilities Assist account managers with claims, policy issuance, endorsements, schedules, and other items related to the servicing of clients policies in a timely and accurate manner. Inform and educate clients about policy coverage, changes, exclusions, and insurance coverage needs. Assist them in making coverage changes. Respond promptly and professionally to clients' questions. Research client questions thoroughly to provide accurate information and solutions. Assist in the onboarding process of new clients. Including, in conjunction with Advisor and Account Manager, evaluating the client’s risk profile, determine strategy (coverage determination, target pricing and market identification) by utilizing marketing skills to grow established accounts and enable new business opportunities. Aid Account Manager in gathering pertinent information to complete quoting and policy issuance process. Learn the quoting systems of the various insurance companies utilized in quoting, renewal assembly, billing, etc. Accurately and regularly document all important policy details and other pertinent account information in agency management system in accordance with agency standards. This includes phone calls, emails, documents, faxes, etc. associated with that client’s particular file. Assemble and mail policy materials to clients. Interact with carrier portals and agency management software to process policy documents. Requirements College education or equivalent insurance experience. Must have solid computer skills and experience with Microsoft Office. Prior Farm or Equine Industry experience is a plus. Ability to multi‐task and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze. Demonstrated experience meeting deadlines and working with shifting priorities. Ability to communicate orally and in writing with others (clients, colleagues, carrier partners) to explain complex issues, interpret complex information, and respond appropriately. Benefits: 401(k), 401(k) match, flexible hours, health insurance, paid time off, paid parental leave, bonuses, paid holidays, professional development, wellness program, company paid life insurance, company paid long-term disability insurance, and employee assistance program. Sterling Thompson Company provides equal employment opportunities (EEO) to all employees and applicants for employment. #J-18808-Ljbffr Sterling Thompson Company

Vacancy posted 2 days ago
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