Commercial Lines Client Service Specialist

ELM GROVE, WI
 
System Search, Inc. is seeking a Client Service Specialist with direct experience with Commercial Lines Insurance Accounts for a position in Elm Grove, WI. The primary responsibility of this position is to assist with the day-to-day maintenance of customer files and acts as the front-line administrative processor. This person also provides first in class hospitality to external clients, business partners and vendors. The Client Service Specialist works to ensure client retention goals are met by responding promptly to requests from members of the production and account management staff.
 
Position Summary:
 
· Maintains day to day office support functions such as stocking printers, handling sensitive documents and mail, deliveries, and other needs.

· Provides back up support to client support teams, eligibility and enrollment and/or agency management systems as needed.

· Performs administrative duties (filing, photocopying and faxing) in an efficient and timely manner.

· Prepares Summaries of Insurance for commercial lines department

· Prepares Expiration Reports for all departments

· Processes Certificates of Insurance, Claims, and Endorsement Requests to Insurance Carriers for Commercial Lines
 
Qualifications & Experience:

• 3+ Years experience in Customer Service with preference given to individuals with Insurance experience
• High School Diploma
• A Personal liens Insurance License from state of domicile required within 6 months of hire and must be maintained thereafter
• Proficient in using computers, Microsoft Office Suit (emphasis on Excel), agency management systems software, and online rating systems
• Must be able to understand written and oral communications and interpret information written within policies

 
Other Job Titles considered include Account Executive, Customer Service Representative, CSR, Account Representative, Account Specialist, Account Associate, Client Relationship Manager, Client Engagement Specialist