Client Service Specialist jobs in Toledo, OH

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.

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