Our agency's greatest asset is our people.
We will make sure that every person we get the opportunity to work with has a first-class experience starting with the initial conversation and carrying through every step following.
We take a lot of pride in our culture and work hard to ensure our employees truly enjoy every day they are in the office.
Company events, full benefits packages, free snacks, and coffee as well as regularly catered lunches are just a few of the perks!
We are rapidly growing, which offers great potential for growth!
Position Summary
The Client Support Specialist is the first point of contact for current clients that need assistance with their policies.
This position is responsible for handling incoming client requests in a clear, timely, and professional manner.
They will also support the other service team members when workloads require additional assistance.
This position offers incentives from day one!
Essential Duties and Responsibilities:
- Take incoming phone calls/monitor service inbox and fax folder and handle customer needs as they arrive
- Customer Service as needed
- Follow-ups with clients as needed/requested by producers following the first 90 days of the policy
- Document all customer interactions properly.
- Filing Documents and following up on workflow activities as assigned.
- Processing incoming mail as assigned.
- Work with underwriters to implement a plan to retain policies that are being canceled due to underwriting concerns if the policy is over 90 days old.
- Address issues with missing mail, incorrect contact information
- Send and track requests to carriers for endorsements
- While in a client's file, check for cross-selling or up-sell opportunities.
- Rewrite policies that have been canceled as needed.
- Create a target list out of the current customer list to cross-sell property-casualty in addition to life insurance.
- Able to review policies for accuracy and offer improvements in coverage, in addition to options for available discounts and opportunities for cross-selling
- Ask for referrals from customers with good experiences.
- Perform related duties as assigned by the supervisor
- Maintain compliance with all company policies and procedures
This description is not meant to be all-inclusive and may be modified from time to time at the discretion of management.
Competencies:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
The requirements listed below are representative of the knowledge, skill, and/or ability required.
Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
Education and/or Experience:
- Bachelor's Degree, or the recognized equivalent in education and experience, required
- Active P&C license, required
- Previous customer service experience, over the phone preferred
Technology Skills:
Other Qualifications:
- Impeccable attention to detail, consistency, and accuracy with all tasks
- Multitasking and analytical skills
- Ability to learn new computer systems with ease
- Capability to meet timelines and deadlines
- Self-Motivated and resourceful, understanding how to prioritize
- Exceptional business writing skills and can visualize as well as convey a message in relevant and interesting content.
Together with our Agency Partners, Global Shield is reshaping the insurance industry.
Be a part of that evolution and join the Global Shield community, either as part of our Home Office support teams or within one of our Agency Partners.
Visit our website to see available job openings in insurance, accounting, account management, and more.
Careers - Global Shield - News & Insights
Pay: $10,250.68 - $25,164.06 per month
Ability to commute/relocate:
- México Libre, Tamps.
: Reliably commute or planning to relocate before starting work (required)