In this role, you will interface with client, typically via telephone however at times in person and with via written communication. Support advisors sales and client retention goals, identifying relationship deepening and enhanced client service opportunities.
The Client Service Specialist II (Account Manager / Underwriter) sells, services, and underwrites our established portfolio of Directors & Officer Liability (D&O) insurance products and Property & Casualty (P&C) business insurance to our nonprofit clients, providing customer support to clients, prospects and retail agents/brokers.
In this role, you will engage customers to gather job requirements and translate customer requirements into detailed workflow instructions and oversee workflow across multiple departments such as Composition, Desktop, Pre press, Manufacturing & Shipping.
The Client Services Specialist/Client Manager provides day-to-day service to the company clients. This team member will work closely with Client contacts, Sr. Client Managers, and Producers to ensure effective and efficient delivery of client services, while controlling a meaningful book of business.
In this role, the selected candidate will lead the client service team consisting of client service specialists, brokers, risk control consultants and claims consultants, providing strategic advice to clients and team members.
In this role, you will be responsible for support activities include proactive client service; onboarding, investment, trust and banking needs, operational processes including account opening/closing/maintenance and wires, proactive sales support activities for sales professionals, development of key partnerships in other businesses.
In this role, the selected candidate will be responsible for for existing clients, lead cross-departmental team for new title transition and/or start-up title through the creation, implementation, go live and closing phases.
The Client Service Specialist is responsible for communicating with clients regarding service delivery, providing assistance on day-to-day retirement plan administration, troubleshooting plan issues, and discussing the impact of select legislative requirements. The Client Service Specialist ensures the delivery of optimal service, client satisfaction and client retention.