The Opportunity:

The Client Service Specialist is responsible for consistently developing, enhancing, and solidifying client relationships by providing exceptional customer service in line with company standards. This role involves providing high-level support to team members in managing new and renewal business, facilitating continuous growth and development of insurance knowledge and professionalism.

This position operates in a hybrid work environment, with a minimum of 2 days in the office and the opportunity to work remotely for the remaining 3 days. In-office requirements may be greater during the early stages of employment or based on business needs.

Are You a Match?

The Client Service Specialist excels in delivering prompt, accurate, and thoughtful service to clients, consistently responding to inquiries within 24 hours. With 5+ years of experience in this field, a valid Ohio insurance license in good standing is required.

In This Role, You Will Execute On:

• Managing a small book of business in direct support of local office operations.
• Mastering and executing servicing/processing tasks (such as issuing certificates of insurance) and other related service tasks within the Agency Management System/EPIC while utilizing appropriate naming conventions and activities.
• Providing prompt, accurate, and thoughtful service to clients by consistently responding to internal and external client inquiries within 24 hours of receipt.
• Producing accurate and thorough documents using Word and Excel to meet deadlines.
• Assisting in the facilitation of the Client Engagement Strategy, including scheduling, creating documents, documentation in EPIC, etc.
• Organizing and marketing 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, responding to them appropriately. Demonstrates a commitment to understanding 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: Ensures work is comprehensive and error-free.
• Coachable: Quick learner with the ability to take direction and constructive feedback.
• Communication: Effectively conveys information and expresses thoughts and facts. Demonstrates strong listening skills and is open to other people's ideas and thoughts.
• Emotional Intelligence/Inclusiveness: Interacts appropriately with all team members, visitors, carriers, and community partners, without regard to individual characteristics.