Client Service Specialist - Private Client

Hylant-posted 2 months ago
Birmingham, MI
501-1,000 employees
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The Client Service Specialist is responsible for providing a consistent level of service and support to identified clients and teams, handling or directing daily service needs while interacting in a consultative and collaborative way to deliver a “best in class” client experience resulting in client retention and growth while building long term relationships with our clients, colleagues, and vendor partners.

  • Respond to and appropriately document routine client inquiries; escalate complex inquiries to more senior staff.
  • Process daily service needs such as change requests, endorsements, proofs, audits and other policy related documents.
  • Manage activities and follow-ups to document and accomplish open items in expected timeframe.
  • Review and process policies and endorsements for accuracy of coverage, policy, content, and form completion; address or escalate any discrepancies for resolution.
  • Assist and support new and renewal processes including gathering information, document preparation, binding, marketing, and other needs as directed.
  • Assist with client documentation preparation such as creating branded templates and developing basic content for proposals, stewardship, presentations, etc.
  • Leverage Hylant technology, tools and resources ensuring all internal systems, client portals, and assigned account details are proactively managed and meet client needs.
  • Assist in the research of invoicing and billing questions or issues.
  • Drive completion of Surplus Lines process for non-admitted placements including documentation and invoicing to ensure the Surplus Lines team can manage necessary and accurate state filings.
  • Perform other duties and special projects as requested.
  • Bachelor’s degree in business, insurance, risk management, or similar field of study. Equivalent combination of education and work experience may be considered.
  • Two (2) or more years of insurance client service experience.
  • Active Property & Casualty License
  • Intermediate Microsoft Office skills (Excel, Word, PowerPoint, and Outlook)
  • Basic analytical skills
  • Excellent attention to detail
  • Exceptional oral and written communication skills
  • Ability to work well in a team environment.
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