Customer - centric teammate driving customer experience operations at Funding Societies | Modalku, a fintech company. Supports investor onboarding and engagement in a dynamic team environment.
About the role
- Client Support Specialist providing exceptional service and support in selling and servicing insurance solutions. Collaborating with account managers for client retention and growth.
Responsibilities
- Provides professional, courteous service to our clients, carrier representatives, underwriters, business partners, and HUB colleagues, resulting in a rate of account retention that meets or exceeds expectations
- Provides a high level of support to our Sales staff in obtaining, maintaining, and expanding business
- May also be responsible for account rounding and the development of new business as appropriate and in accordance with standard practices, policies, and procedures
- Acts as liaison between clients and insurance carriers to resolve escalated complex service issues that require policy interpretation and experience-based judgment to resolve
- May also negotiate with underwriters and carriers
- Troubleshoots claims and billing issues
- Produce binders, certificates, endorsements, and other related items while verifying their accuracy
- Maintain controls on renewals and binders to ensure timely preparation and processing
- Prepare summaries of insurance, schedules, and proposals as needed for account review
- Remarket renewals, contact clients, create renewal proposals and handle other renewal activities in coordination with the producer and/or Account Manager
- Gather underwriting, pricing, and supporting data for preparation of submission
- Assist Producers and/or Account Managers in the premium collection process and handle accounting issues
- Responsible for follow up on delinquent accounts which have been set to cancel for non-payment by the carrier
- Refers current and prospective clients to other departments for solicitation of those lines of business
- Assist clients with claims when necessary
- Maintains accurate and organized account files by appropriately documenting conversations with clients and carrier representatives; updates all HUB computer systems and automated agency management systems; ensures the accuracy of data
- Performs other duties and projects as assigned.
Requirements
- High School Diploma / GED; College degree strongly preferred
- 1-2 years of related insurance experience (brokerage experience preferred) or equivalent combination of education & experience strongly preferred
- Preferred to be currently licensed in good standing in required lines and states but not required
- If unlicensed, must be willing to work towards obtaining license for required lines and states within 1 year of hire
- Ability to effectively and professionally communicate orally and in writing with internal and external customers
- Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
- Critical Thinking: Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems
- Desire to learn and grow within the insurance industry
- Ability to respond to customer needs, solicit customer feedback to improve service, and handle difficult or emotional customer situations promptly and accurately
- Confidence and demeanor to effectively interact with all levels within the organization
- Ability to develop and maintain strong client relationships; work effectively with insurance and service vendors to gain cooperation in meeting clients’ needs
- Ability to efficiently gather pertinent information and facts, analyze and solve problems timely and thoroughly.
- Problem Solving: Ability to identify complex problems and review related information to develop and evaluate options and implement solutions
- Ability to prioritize and organize multiple tasks and responsibilities in order to complete assignments on time and with optimal accuracy
- Computer skills: proficiency with Microsoft Office Suite, Outlook and agency management systems
- Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages.
Benefits
- health/dental/vision/life/disability insurance
- FSA
- HSA
- 401(k) accounts
- paid-time-off benefits
- eligible bonuses
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
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