Client Support Specialist

Client Support Specialist

The Client Support Specialist participates in the IGNITE rotational trainee role, learning the Account Representative / Benefits Specialist Role. Assists assigned account team with internal projects and in servicing the clients. This includes such activities as reviewing plan documents for accuracy, maintaining files, and agency management system, and creating meeting documents such as presentations, binders and insurance summaries. Participates in the marketing process and provides clerical support to the team.   

How You Will Contribute: 

All responsibilities that fall within the respective career tracks (Account Representative/ Benefits Specialist). 

Performs a broad variety of administrative duties and staff support services for an assigned team 

Assist clients with daily service functions and frequent ad hoc requests  

Create and maintains strong relationships with vendors 

Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised.   

Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, binders and Summary of Insurance, Renewal Information requests, audits, endorsements, renewal information request forms, insurance specifications, proposals, etc.  Ensures policies follow coverages as quoted, proposed and bound. 

Promptly responds to routine requests for data and questions from clients, underwriters and internal staff. 

Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews. 

Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s).  This includes such duties as: uploading documents into the policy management system, tracking the status of open items. 

Meets with prospects and clients as needed to enhance knowledge of client accounts. 

Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures. 

Participates in the marketing process. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.  

Skills & Experience to Be Successful: 
 

Minimum of high school degree or equivalent required 

College degree (preferred)  

Proficient with MS Office Suite 

Ability to maintain a high level of confidentiality 

Strong oral and written communication skills with a proven commitment to high quality customer service.   

Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service.     

Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems.   

Ability to work in a team environment that is constantly changing.   

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

• Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
• Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
• Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
• Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.