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- Manage a small book of business in direct support of local office operations
- Master and execute servicing/processing tasks (such as issuance of certificates of insurance, etc.) and other related service tasks within the Agency Management System/EPIC while utilizing appropriate 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
- Assist in the facilitation of the Client Engagement Strategy including scheduling, creating of documents, documentation in EPIC, etc.
- Organize and market new business submissions, in collaboration with other team members and stakeholders
- 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 Specialist - Jacksonville, United States - Hylant
Description
The Opportunity: The Client Service Specialist is responsible to consistently & effectively develop, enhance and solidify client relationships by providing exceptional customer service in accordance with Hylant standards. Provide a high level of support to fellow team members in the handling of new & renewal business, enabling continuous growth & development of insurance knowledge & professionalism to the highest level possible. Are You A Match? The Client Service Specialist is driven by prompt, accurate and thoughtful service to clients by consistently responding to inquiries within 24 hours of receipt. With 5+ years' experience in this space you will need a valid Florida insurance license in good standing. In This Role You Will Execute On:#LI-Hybrid