Client Service Specialist - Private Client Insurance

Hylant•Dallas, TX

1d•Remote

About The Position

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. This is a Remote position based out of Texas or Oklahoma.

Requirements

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
Exception oral and written communication skills
Ability to work well in a team environment.

Responsibilities

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.