Client Support Specialist- Real Estate

Client Support Specialist Job Purpose: This position is responsible for supporting all aspects of new & existing accounts for a commercial property and casualty insurance brokerage, with a specified focus on our rapidly growing Real Estate Practice.

Client Support Specialist Job Duties:

• Day-to-day servicing of clients including routine coverage questions, endorsement processing, certificate issuance, policy checking and invoicing, as well as marketing renewal programs.
• Analysis of asset portfolios, insurance coverages, and risk management programs for current and future clients.
• Assists clients & team members on routine, sensitive, and urgent topics to provide advisory services in an efficient time framework.
• Maintains client and policy information in the agency management system including policies and endorsements. Organizes workflow to ensure quick, efficient processing of correspondence, issuing certificates, and other activities related to a client’s account.
• Initiate renewal reviews and re-marketing as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client.
• Proposal of insurance solutions to clients as a function of the marketing process.
• Acts as liaison between clients and insurance carriers to resolve service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues