Client Services Specialist

Summary

Under the direction of the Director of Commercial Operations and Client Service Specialist Team Lead; assist Account Executives, Client and Technical Account Managers, and Sales Consultants in maintaining client relationships; duties include creating files, and responding to client requests for certificates, maintaining accurate and current files, and other relevant duties to assist the Account Executive, Technical and Client Account Managers or Sales Consultants.

Essential Duties and Responsibilities

• Process renewal certificates of insurance for clients in a timely and accurate manner

• Maintain and update certificate holder list for each client

• Maintain accurate Agency Management System files and manage third party vendors

• Provide customer support for certificate of insurance systems as needed

• Execute individual certificate of insurance requests and coordinate with both the internal certificates team and the Client Account Manager

• Stay informed of industry trends and participate in ongoing professional development relevant to Commercial Lines Insurance

Certificates/Licenses/Education:

Property & Casualty Insurance License Preferred

Bachelor's Degree Required

Required Skills/Abilities

To perform the job successfully, an individual should demonstrate the following skills and abilities:

• Communication: ability to convey information clearly and effectively to clients, teammates, and leadership, both orally and in writing

• Risk Management: ability to identify, assess, and manage risks in a strategic and timely manner to minimize negative outcomes

• Accountability: ability to take responsibility for both actions and outcomes, personally and professionally

• Resilience: ability to cope with and navigate setbacks and maintain performance under pressure; ability to adapt to organizational changes

• Teamwork: ability to collaborate with both internal teammates and external clients achieve a common goal

• Technology: general knowledge of basic computer applications and software with the ability to quickly learn new technology as needed; applicants and software include but are not limited to Microsoft Office Suite and Adobe

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be provided to qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA), to enable them to perform the essential functions of the job.

While performing the duties of this job, the employee is regularly required to stand, walk, sit, use hands and fingers, reach with hands and arms, climb or balance, stoop, kneel, crouch, or crawl, and speak or hear. The employee must occasionally lift and/or move up to 10 pounds. Some positions may require the ability to drive a vehicle. Specific vision abilities required by this job include close vision, depth perception, and ability to adjust focus.

Work Environment:

Seubert believes in a work-life alignment. Understanding the importance of balance between professional and personal lives, our policies advocate for a health work-life alignment that allows employees to achieve success. Dependent on position, our employees are offered a hybrid schedule with three (3) days in-office and two (2) days remote with the understanding that this privilege may change at any time. Reasonable accommodations may be made for qualified individuals with disabilities in accordance with the Americans with Disabilities Act (ADA), to enable them to perform the essential functions of the job.