CLIENT SERVICE SPECIALIST - Marshall & Sterling Inc

Provide utmost service to clients by fulfilling major responsibilities as listed below. Support agency's growth objectives by
working in conjunction with Account Management team to provide service and support to our clients.

• Provide excellent service to our clients by promptly responding to their inquiries and addressing their individual
needs for the products and services our agency provides.
• Review policy coverage and identify areas that need enhancement and upgrading and coordinate with Account
Manager.
• Underwrite individual risk situations to ensure that they meet our agency standards and those of the insurance
companies we represent.
• Secure applicationsfrom Sales Executives and Account Managers, and/or clients for all coverages, including price
quotations and comparisons for the companies we represent.
• Manage all account transactions (including but not limited to) endorsements, binders, certificates, cancellations, ID
cards and correspondence. Review policies for accuracy and completeness and update system in accordance with
workflow procedures.
• Review all cancellation requests from clients and determine action to be taken. If there is a chance to regain the
business, contact AM and SE and assist in regaining account.
• Timely follow up on company and client suspense and diaries.
• Treat every service contact as an opportunity for account rounding, upgrading current coverage and to obtain
referrals.
• Seek referrals from client base for new prospects and follow up to generate new business.
• Keep abreast of changes within the insurance industry as well as maintain a file on pertinent information received
from insurance companies.
• Communicate with clients on a regular basis to thank them for their business.
• Communicate with Supervisor/Manager any issues to ensure excellent customer service.
• Process transactions carefully paying attention to detail in a timely manner.
• Process claims as applicable including follow up on outstanding claims and aid with resolution as necessary.
• Perform financial duties as directed by management.

• College degree preferred, high school diploma or equivalent required.
• Prior experience in insurance lines of coverage, fundamental rating, underwriting and procedural skills.
• Experience and knowledge of Microsoft Office programs.
• Experience with Vertafore a plus.
• Proven ability to exceed expectations.
• Appropriate state insurance licenses and continuing education required.
• Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the

company in a professional manner.
• Demonstrated ability to communicate effectively.
• High level of organizational ability with attention to detail.

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