Client Service Specialist jobs in Grand Rapids, MI

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Client Service Specialist - Private Client
  • Hylant
  • Grand Rapids, MI FULL_TIME
  • The Opportunity:

    Reporting to the Client Service Team Lead, the mission of the Client Service Specialist (CSS) is to develop, enhance, and solidify client relationships by providing exceptional customer service to internal stakeholders for our High-Net-Worth Private Client team. The CSS will continue growing and developing their insurance knowledge and professionalism to the highest level possible. This position requires extensive interaction with internal clients and some interaction with external clients, with minimal direction and supervision.


    Are You A Match?

    The Client Service Specialist (CSS) will have an associate degree plus three (3) or more years of personal lines agency experience (or equivalent combination of education and experience). ACSR, CISR, INS, AAI or equivalent designation is preferred and CIC, CPCU, ARM or CRM Designation is also highly desired. A valid California agent’s license and valid driver’s license are also required. The CSS will have exceptional communication and computer literacy skills with the ability to work well with others in the solution of mutual problems; respects the opinions, abilities and contributions of others.

    This role will primarily service Entertainment/Business Management, Family office, High Net Worth clientele so prior or present experience with this client base is highly desired along with familiarity with Private Client markets such as AIG, CHUBB, CINCINNATI, PURE, etc.

    We currently operate in a hybrid work environment with a minimum of 2 days in office and the opportunity to work remotely the remaining 3 days. In office requirements may be greater at the early stages of employment or based on business need.


    In This Role You Will:

    • Provide prompt, accurate and thoughtful service for High Net Worth (HNW) clients.
    • Assist Private Client team in creating or updating client documents (i.e. projects, spreadsheets, submission development, research, proposals, etc.).
    • Assist in development of pre-renewal Client Engagement Strategy documents (property research, inspection reports, etc.)
    • Coverage Rounding of Existing Accounts
    • Concierge Service Management
    • Producing Reports in EPIC (Book of Business, Expiration, Activity, etc.)
    • Project assignments from Department Leader, Service Leader, Client Executive, Premier Marketing Manager, or Client Service Manager
    • Effectively and accurately complete projects, as directed
    • Provide backup support for other team members in times of absence
    • Other duties as assigned


    In This Role You'll Need:

    • Accountability - Accepts responsibility for own actions and decisions. Demonstrates commitment to accomplish work in an ethical, efficient and cost-effective manner.
    • Adaptability - Adjusts planned work to accommodate an ever-changing environment. Triages multiple demands and competing priorities by gathering relevant information and applying critical thinking skills.
    • Attention to Detail - Does not let important details slip through the cracks.
    • Client/Quality Focus - Anticipates, monitors and meets the needs of clients, and responds to them in an appropriate manner. Demonstrates a personal commitment to identify clients’ business needs and continually seeks to provide a trusted advisor level of service.
    • Coachable Willing to be corrected and acting positively on that correction to alleviate concern/s moving forward.
    • Communication - Successfully conveys information and expresses thoughts, opinions, and facts. Demonstrates effective use of listening skills and displays openness to other people’s ideas, thoughts and opinions.
    • Organization and Planning - Plans, organizes, schedules and budgets in an efficient, productive manner. Focuses on Key priorities.
    • Positive Attitude - Able to remain positive and optimistic regardless of the situation. Avoids worry and breeding negativity.
    • Proactive/Takes Initiative - Acts without being told what to do. Brings new and innovative ideas to the company. Identifies what needs to be done and delivers before being asked or the situation requires action.
    • Responsive - Responds to internal and external customers in a timely and thorough manner. Does what is necessary to ensure customer satisfaction, prioritizes needs and follows up to evaluate outcomes.
    • Team Focus - Effectively cooperates with others to achieve common goals. Participates in building a group identity characterized by professionalism, trust and commitment.


    Why Hylant?

    A multi-year recipient of Best Places to Work in Insurance, Hylant is a full-service insurance brokerage with 20 offices in eight states. And since the founding of our family-owned business over 85 years ago, we made a promise to strengthen and protect the businesses, employees and communities of our client family by embracing them as our own. We’re more than an insurance brokerage firm and you’re more than a client, employee or neighbor. You’re family. And that’s just the way we treat you.

    Hylant is proud to be an equal opportunity workplace. All qualified applicants will receive consideration for employment without regard to race, marital status, sex, age, color, religion, national origin, Veteran status, disability or any other characteristic protected by law. If you have a disability or special need that requires accommodation, please let us know. Hylant participates in E-Verify.

    #LI-Hybrid

  • 10 Days Ago

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Customer Service-Entry Level
  • Innovative Client Connections
  • Holland, MI FULL_TIME
  • Company DescriptionICC West, Inc. is a marketing firm that recently opened in Holland, MI and specializes in marketing programs for our client's products and services. The client base for ICC West has...
  • 11 Days Ago

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HIRING NOW-CUSTOMER SERVICE REPS
  • Innovative Client Connections
  • Holland, MI FULL_TIME
  • Job DescriptionJob DescriptionICC Coast, Inc. has just opened new Entry Level and Experienced Customer Service and Retail Positions in the Holland area. We are one of the Largest and Fastest growing A...
  • 14 Days Ago

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Full Time Sales Associate & Customer Service Representative
  • Innovative Client Connections
  • Zeeland, MI FULL_TIME
  • Job DescriptionWe are looking to hire full time entry level sales associates and customer service representatives. This position offers rapid growth with most candidates advancing to management immedi...
  • 11 Days Ago

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Client specialist
  • Talbots
  • Holland, MI FULL_TIME
  • Job Number 21155 Holland, Michigan US Part Time Talbots is a leading omni-channel specialty retailer of women's clothing, shoes and accessories. Established in 1947, the company is known for modern cl...
  • 6 Days Ago

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Client Specialist
  • Baird
  • Grand Rapids, MI FULL_TIME
  • As a Client Specialist, you will: Provide exceptional client service and operational support for one or more Financial Advisors following a wealth management or portfolio management business approach....
  • 4 Days Ago

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0 Client Service Specialist jobs found in Grand Rapids, MI area

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Client Service Representative - Grand Rapids
  • Greenleaf Trust
  • Grand Rapids, MI
  • What's This Job All About? Provide world class service to external clients and assist with coordinating the efforts and ...
  • 3/27/2024 12:00:00 AM

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Client Service Representative - Seasonal
  • Rose Pest Solutions
  • Grand Rapids, MI
  • Overview: Rose Pest Solutions is seeking a friendly, positive, professional individual as Client Service Representative ...
  • 3/27/2024 12:00:00 AM

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Customer Service Representative
  • Xtend
  • Grand Rapids, MI
  • POSITION SUMMARY The Member Services Representative Level 1 is responsible for providing day-to-day support for credit u...
  • 3/27/2024 12:00:00 AM

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Customer Service Agent - Work From Home>
  • American Logistics
  • Grandville, MI
  • [Call Center / Fully Remote] - Anywhere in U.S. / Both PT & FT Available / Medical, Dental, Vision / PTO / 401K - As a C...
  • 3/27/2024 12:00:00 AM

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Customer Service Agent - Work From Home>
  • American Logistics
  • Wyoming, MI
  • [Call Center / Fully Remote] - Anywhere in U.S. / Both PT & FT Available / Medical, Dental, Vision / PTO / 401K - As a C...
  • 3/24/2024 12:00:00 AM

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FT Customer Support Specialist - Work From Home>
  • Heal.me
  • Wyoming, MI
  • [Customer Service / Fully Remote] - Anywhere in U.S. / Competitive pay / Benefits - As a Customer Support Specialist you...
  • 3/24/2024 12:00:00 AM

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Public Accountant
  • Partners In Action, Inc.
  • Grand Rapids, MI
  • Job Description Job Description A local CPA & Advisors firm is looking to add a motivated and experienced Public Account...
  • 3/24/2024 12:00:00 AM

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Store Customer Service Specialist
  • Sherwin-Williams
  • Kentwood, MI
  • The individual selected for this role will be expected to work at Store #1167, located at: 4595 28th St. SE Kentwood MI,...
  • 3/11/2024 12:00:00 AM

Grand Rapids is the second-largest city in Michigan, and the largest city in West Michigan. It is on the Grand River about 30 miles (48 km) east of Lake Michigan. As of the 2010 census, the city population was 188,040. In 2010, the Grand Rapids metropolitan area had a population of 1,005,648, and the combined statistical area of Grand Rapids-Muskegon-Holland had a population of 1,321,557. Grand Rapids is the county seat of Kent County. A historic furniture-manufacturing center, Grand Rapids is home to five of the world's leading office furniture companies, and is nicknamed Furniture City. Its ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Service Specialist jobs
$42,910 to $53,030
Grand Rapids, Michigan area prices
were up 1.3% from a year ago

Client Service Specialist in New Brighton, MN
Acts as liaison between external and internal customers so as to facilitate and maintain an efficient exchange of information regarding customer issues.
December 23, 2022
Client Service Specialist
Manage, nurture and develop client relationships, effectively resolve client concerns and provide pro-active client support.
February 11, 2023
Develop relationships with new potential clients and existing clients through the phone, using a professional, friendly, and courteous manner.
May 09, 2023