The Client Service Specialist at Prizm Insurance & Risk Services is responsible for supporting the sales and service teams in their evaluation of prospect and clients’ commercial insurance needs and assist with account servicing and administration.
Responsibilities
- Assist and prepare relevant documentation for new business and renewal submissions.
- Prepare proof of insurance and auto identification cards.
- Assist with retrieving and evaluating Motor Vehicle Records (MVR).
- Request changes from carriers, update Agency Management System (Applied Epic) and create follow-up activities.
- Process account changes by verifying coverages, invoices, and updating Applied Epic.
- Manage claim activity and follow-up.
- Investigate and correct omitted items and commission variances from endorsements and policies.
- Assist with commission reconciliations.
- Interact with agency personnel, prospects, clients, and insurance partners.
- Develop and maintain positive work relationships with team members.
- Support service team managing activities and workflow.
- Complete special projects and other duties as requested.
- Manage small business accounts.
Knowledge, Skills, and Abilities:
- Excellent communication skills and the ability to apply these skills in verbal and written form.
- Maintain outstanding professional demeanor.
- Experience with computer data entry required; working familiarity with Applied Epic, Microsoft Excel, Outlook, and Word, preferred.
- Ability to learn and use carrier portals, websites, and other software programs.
- High level of organization with ability to handle and prioritize multiple tasks.
- Ability to work both independently and in a team environment.
- Detail orientated and able to effectively problem solve.
- Maintain a high level of confidentiality.
- Participate in continuing education and professional designation opportunities.
- Ambitious work ethic and positive mentality.
Qualifications:
- High school diploma required; college degree preferred.
- Wisconsin agent’s license required, or the ability to obtain within six (6) months of hire.
- 0-2 years’ experience in an administrative or customer role, preferably in insurance industry.
Flexible work from home options available.
