Insurance Client Service Specialist
2 weeks ago
Job Overview
We are seeking a highly skilled Insurance Client Service Specialist to join our team at Jones DesLauriers. This role involves providing exceptional customer service and technical assistance to clients, working closely with Client Managers to ensure seamless delivery of insurance services.
Responsibilities:
- Provide expert support to Client Managers in servicing client inquiries and resolving issues in a timely and professional manner.
- Assist in preparing comparison quotations for renewals and new business opportunities.
- Action all renewals, new business, endorsements, and claims efficiently and accurately.
- Process change requests on EPIC and review invoices for renewals and endorsements.
- Issue in-house endorsements and new business documents via company portals.
- Release renewals after making necessary changes and scan documents to attach to EPIC.
- Cross-sell and upsell insurance products as appropriate.
Requirements:
- Minimum 1-2 years' experience in personal insurance, preferably with R.I.B.O certification and working towards C.I.P. or C.A.I.B designation.
- Strong written and oral communication skills, with proficiency in Outlook, Word, and EPIC.
- Excellent organizational skills and ability to work independently as a self-starter.
What We Offer
- A competitive salary range of $50,000 - $65,000 per year, depending on experience.
- A comprehensive benefits package, including health and dental coverage, retirement savings plan, and professional development opportunities.
- 100% tuition reimbursement for business-related courses and training.
- A supportive and inclusive work environment that values diversity and promotes career growth.
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