Client Services Specialist Job Description

Client Services Specialist Job Description

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Client services specialist provides responsive marketing services support to business functions including sales, business development, product management, engineering and customer service.

Client Services Specialist Duties & Responsibilities

To write an effective client services specialist job description, begin by listing detailed duties, responsibilities and expectations. We have included client services specialist job description templates that you can modify and use.

Sample responsibilities for this position include:

Managing and administering client’s insurance requests including certificate issuance, processing of key automobile insurance identification cards and responding to and answering various insurance questions
Assisting the client executive with all aspects of marketing the insurance coverages to intended carriers, reviewing carrier proposals, creating formal renewal proposals for the client and delivering formal proposals to clients
Assist with claims loss run analysis and placement of insurance programs
Supports management of clients’ certificates of insurance programs and billing/accounting
Assisting client executive with binding all lines of insurance, securing binders from carriers, reviewing binding terms to proposed terms and delivering binders with letter of explanation to client
Research and respond to all trading and technical inquiries from both internal and external customers using various support tools
Certify clients on new trading protocols and functionality before they are released into production
Manage major incidents by troubleshooting and communicating with internal and external clients
Communicate directly with contractors regarding issues related to the program (enrollment issues, payroll reporting, closeout)
Research and compile answers to client/contractor’s policy and coverage questions—coordinate response with Sr

Client Services Specialist Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Services Specialist

List any licenses or certifications required by the position: ITIL, ASPPA, D+H

Education for Client Services Specialist

Typically a job would require a certain level of education.

Employers hiring for the client services specialist job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Associate Degree in Business, Finance, Education, Associates, Real Estate, Accounting, Marketing, Technical, Criminal Justice, Social Work

Skills for Client Services Specialist

Desired skills for client services specialist include:

Insurance
Brokerage business
Industry
Product area
Principles and processes of business management
Excel
Word
Outlook
Customer service
Marketing

Desired experience for client services specialist includes:

EPIC experience beneficial
BS or equivalent degree
Ability to successfully handle multiple tasks during stressful situations
Must be able to adapt and learn new subject matter in short periods of time
Ability to take full ownership of an issue
Strong knowledge of market structures a plus

Client Services Specialist Examples

1

Client Services Specialist Job Description

Job Description Example
Our company is hiring for a client services specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services specialist
  • Will be required to work onsite at the project site
  • Process enrollments, that could include bid deduct calculation, and forward to data entry center for processing
  • Communicate with the owner on a daily basis to keep them apprised of the status of the CIP Program, any issues with Claims which are handled by Broker sub-consultant, Orientation & Safety which is handled by another Broker sub-consultant, and Contactor Drug Testing & Background Checks which are handled by the owner’s sub-consultant
  • Ensure the owner has any and all information they need to be able to present the status of the program to various stakeholders and other interested internal parties
  • Be available to the Prime Contractors at all times to ensure that when there are issues with any part of the enrollment, orientation and drug testing and background check process they can be quickly resolved
  • Work with Underwriting regarding any enrollment issues or to streamline enrollment processes
  • Process CIP Exclusions for subs that meet the criteria to be excluded from the CIP Program
  • Be available to Enrolled and Excluded Contractors at all times to answer any questions that come up during the enrollment process and facilitate their easy and quick enrollment in the CIP Program to get them on site and to work as quickly as possible
  • Communicate with the Prime Contractors, their subs that are in the CIP and their awarding contractors updated on the status of their subs and what is needed to complete their enrollment
  • Attend the various CIP meetings as required by the Owner and CIP Staff
Qualifications for client services specialist
  • Bachelors’ degree required, with emphasis in Business Management or Insurance/ Risk Management preferred
  • Futures knowledge preferred
  • 2+ years of Personal Lines insurance experience, ideally within the carrier or brokerage environment preferred
  • Experience working within a luxury brand or luxury environment preferred
  • Specialist knowledge of working with luxury fashion Accessory product categories
  • Participate in Claims Reviews as required
2

Client Services Specialist Job Description

Job Description Example
Our company is looking to fill the role of client services specialist. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client services specialist
  • Provide Risk Management with custom reports based on specific information that needs to be conveyed
  • Review reports to verify accuracy and identify problem areas
  • CS Specialists review relatively complex legal documentation required to appropriately administer a variety of specialized situations on client name accounts
  • CS Specialists review all transactional requests on above mentioned specialized situations & subsequently provide direction to process or follow up if not in good order (NIGO)
  • CS Specialists also respond to ad-hoc questions from internal and external clients relating to specialized situations
  • CS Specialists also need to research any unique situations that arise using a variety of internal and external information, provide recommendations to leaders on how to progress and assist with documentation
  • Communicate with the owner on a daily basis to keep them apprised of the status of the CIP Program, any issues with Claims Orientation & Safety which is handled by another Broker sub-consultant, and Contactor Drug Testing & Background Checks which are handled by the owner’s sub-consultant
  • Maintaining internal policy detail and premium billing & collection system for clients
  • Proactively investigate lease transaction needs during the lease cycle
  • Continually monitor the transaction for compliance with policies and procedures and coordinate necessary approvals and actions throughout the process
Qualifications for client services specialist
  • Demonstrated experience handling technical support and customer service call, email, and chat transactions
  • Ability to function at a high level within a team environment while self-motivating independently
  • 1 – 3 years of experience in technical helpdesks troubleshooting email systems and clients, cloud, and document services
  • Must have the ability to take initiative and work in a fast-paced environment while balancing multiple demands, addressing shifting priorities, and maintaining focus
  • Demonstrate an ability to manage a broad range of issues and critical situations
  • Triage issues through impact assessment and initial investigation
3

Client Services Specialist Job Description

Job Description Example
Our company is looking for a client services specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client services specialist
  • Work directly with customers and vendors to execute transactions, resolve issues and provide a high level of customer satisfaction
  • Work with the customer and sales staff to manage activities associated with lease termination which include the preparation of accurate payoff quotes, transfer of equipment and/or the coordinated return of equipment
  • Accurately enter data in to applicable internal account systems
  • Proactively investigate lease transactions needs during the lease cycle
  • Continually monitor the transaction for compliance with policies and procedures
  • Coordinate necessary approvals and actions throughout the process
  • Through instruction, learn to accurately prepare (by equipment cost and location) detailed documentation related to the installation of equipment associated with specific lease transactions
  • Renewal strategy and negotiation
  • Analysis of financial claims and utilization data
  • Identify opportunities to engage local, regional, and national subject matter experts and coordinate delivery of expertise to clients
Qualifications for client services specialist
  • Troubleshoot and/or escalate issues to a resolution
  • A willingness to continue to learn and adapt in the role
  • Work experience at a Financial institution is preferred
  • Estates & Trusts Administration Designation is preferred
  • IFIC Sales/ Operations or CSC designation is preferred
  • Bilingual in both French and English is preferred
4

Client Services Specialist Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of client services specialist. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client services specialist
  • Manage and build client relationships to ensure high level of satisfaction
  • Providing clients with a consistent and trusted point of contact
  • Initiative in assisting with the delivery of wealth management and investment advice solutions to clients and bankers
  • Proactively driving task management and enhancing relationships internally with Client Service team members, Private Bank colleagues, Private Bank Operations and with various key stakeholders across the broader BFS group
  • Receive new/renewal submission from the production team or client
  • Send the submission to carriers
  • Carry out surplus lines, market security, sanctions, and third party payment procedures
  • Receive quotes and update renewal document(s) as needed
  • Create the base WEM presentation for the broker
  • Provide orders to bind to the carrier/underwriters
Qualifications for client services specialist
  • Experience with loss sensitive programs and international exposures
  • Ability to provide consultation and expert advice on risk management issues
  • Ability to work independently and in a team setting and delegate work as appropriate
  • Related professional designations preferred but not required
  • Requires ability to meet deadlines without sacrificing accuracy and attention to detail the ability to work independently, problem solve and provide expert advice and consultation on risk management issues in a fast paced, dynamic environment
  • Experience with Middle to Large enterprise accounts – preferably in the Real Estate Industry
5

Client Services Specialist Job Description

Job Description Example
Our innovative and growing company is searching for experienced candidates for the position of client services specialist. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for client services specialist
  • Add/renew policy record in EPIC
  • Secure binder contingencies as directed by the brokers
  • Lead policy issuance with Mumbai team
  • Lead WillPLACE data input with Mumbai team
  • WISDOM Model Reports
  • Follow up on invoicing and accounting inquiries
  • Managing the Level 2 Service Desk and incident management activities within PLVSC Operations
  • Performing controlled escalation management to Business, Information Technology (IT) management and vendors
  • Proactively monitoring and ensuring customer satisfaction and soliciting feedback for service improvement plans
  • Acting as the main regional point of contact, within Finance Production Services for your business line
Qualifications for client services specialist
  • Proficiency in Microsoft Office programs, including Excel a must
  • Ability to service large and/or complex accounts (quota share, layered programs, large deductibles and retrospectively rated programs)
  • Ability to service middle market clients in coordination with team leader
  • Professional designation/certification GBA or PHR a plus
  • Interact with underwriters during marketing process and throughout the year with regard to endorsements and coverage inquiries
  • Review proposals with clients and obtain Order to Bind

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