- Master and execute servicing/processing tasks, such as issuance of certificates of insurance, auto ID cards, requesting changes to insurance contracts, ordering loss runs and other related service tasks within the Agency Management System/EPIC
- Understand and use EPIC 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
- Effectively handle a variety of administrative support tasks, including answering phones, receiving visitors, preparing meeting rooms and receiving, scanning and distributing mail
- 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
Client Service Assistant - Ann Arbor, United States - Hylant
Description
Description
The Opportunity:
The Client Service Assistant is responsible for supporting the commercial service team by providing excellent service and deliverables to external and internal clients in accordance with Hylant standards. This enables continuous growth & development of insurance knowledge & professionalism to the highest level possible.
Are You A Match?
The Client Service Assistant is driven by prompt, accurate and thoughtful service to clients by consistently responding to internal and external inquiries within 24 hours of receipt. With 2+ years' experience in this space, s/he will need to have or be able to obtain a property and casualty insurance license.
In This Role You Will Execute On:
In This Role You'll Need: