Client Services Utility Specialist providing expert - level support to Client Services and Implementations teams. Handling complex client inquiries while ensuring seamless service continuity and compliance at financial organization.
About the role
- Client Service Representative providing technical and service support for new clients and renewal processes. Involves renewal reviews, claims processing, and maintenance of insurance details.
Responsibilities
- Prepare renewal reviews in accordance with Best Practice timelines.
- Process change requests; maintain schedules of insurance; and premium finance agreements.
- Prepare renewal exposure review and update future applications for renewal preparation with information received from clients.
- Prepare Certificate holder list for client review and prepare certificate templates.
- Responsible for maintenance of Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures.
- Research and provide recommendations to client risk management/coverage issues and internal workflow processes.
- Receive and process claim reports as backup to claims unit.
- Manage timetable for renewal process to meet or exceed established MMA Florida Region procedures.
- Quote and bind Special Event, Builders Risk and Flood policies.
Requirements
- Current Florida 2-20 License, or willingness to obtain
- College degree desirable; or equivalent combination of education and experience
- Minimum of two years commercial insurance experience preferred
- Working knowledge of latest Microsoft word and excel (intermediate to advanced level)
- Ability to maintain and organize electronic files on the company document management system
- Working knowledge of Sagitta Agency Management System and ImageRight document management system, or willingness to learn.
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Client Services Associate assisting clients and patients with inquiries at Guardant Health. Delivering exceptional support and managing communication with a focus on professional relationships.
Manager for Client Services at Bank of America enhancing strategic initiatives in performance management. Collaborating with stakeholders to drive growth and improve client engagement across services.
Business Control Specialist responsible for change and issues management in Client Services. Driving compliance and collaboration with stakeholders in the Consumer Client Services organization.
Client Service Manager responsible for fund accounting and maintaining client relationships. Managing investor services, regulatory reporting, and audit preparation across managed funds.
Client Service Representative at VCA Animal Hospitals providing customer service and supporting patient care in Yucca Valley and 29 Palms locations. Handling appointments and client communications effectively.
Customer Service Analyst at Agrometrika preparing and automating functional tests and ensuring data integrity. Collaboration with internal teams to enhance clients' analysis routines.
Client Services Specialist at Fiserv providing technical support for SMB merchant clients in a call center environment. Collaborate with sales teams to improve client satisfaction and revenue growth.
Client Service Representative assisting customers with their banking transactions. Engaging clients to connect them with the right services and products at CIBC.
Registered Client Service Associate supporting financial advisors at Ameriprise Financial. Assisting with client service and portfolio management responsibilities while enhancing client relationships.