Client Support Associate

Ryan SpecialtyChicago, IL
$55,800 - $65,000

About The Position

The Client Support Associate is responsible for assisting clients by addressing inquiries, guiding them through policy-related matters, and communicating policy renewals. The role resolves customer concern promptly, gathers feedback, and collaborates with internal teams while staying informed about industry trends for enhanced client support. They maintain organized client records, identify cross-selling opportunities, and educate clients on insurance details.

Requirements

  • Bachelor’s degree required, Business Administration, Customer Service, Business Operations preferred. Any other related discipline or commensurate work experience considered.
  • A minimum of 6 months of work experience in Insurance Industry or Customer Service is preferred.

Nice To Haves

  • Certified Insurance Service Representative (CISR) is a plus

Responsibilities

  • Assists clients by addressing inquiries, resolving issues, and offering information related to insurance products and services.
  • Guides clients through policy-related matters, explaining coverage details, terms, and conditions, and assists with policy adjustments or updates.
  • Communicates regarding policy renewals, providing information on renewal options, premiums, and any changes in coverage.
  • Maintains accurate and organized client records, ensuring all interactions and transactions are properly documented in the company's systems.
  • Identifies opportunities for cross-selling or upselling additional insurance products or services based on client needs and preferences.
  • Educates clients on insurance terminology, policy features, and any updates in the insurance industry that may impact their coverage.
  • Gathers client feedback on services, products, and overall satisfaction to identify areas for improvement and enhance the client experience.
  • Maintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries.
  • Collaborates with underwriting and claims teams to provide comprehensive support to clients, particularly during policy issuance, modifications, and claims processes.
  • Stays informed about insurance products, industry trends and regulations to enhance knowledge and better service the clients.

Benefits

  • paid time off for company holidays, vacation, sick and personal days
  • paid parental leave
  • mental health services
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