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Client Support Specialist

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Brown & Brown UK

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Location:
United States , Milwaukee

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Category:
Insurance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Client Support Specialist participates in the IGNITE rotational trainee role, learning the Account Representative / Benefits Specialist Role. Assists assigned account team with internal projects and in servicing the clients. This includes such activities as reviewing plan documents for accuracy, maintaining files, and agency management system, and creating meeting documents such as presentations, binders and insurance summaries. Participates in the marketing process and provides clerical support to the team.

Job Responsibility:

  • Participates in the IGNITE rotational trainee role, learning the Account Representative / Benefits Specialist Role
  • Assists assigned account team with internal projects and in servicing the clients
  • Reviewing plan documents for accuracy, maintaining files, and agency management system, and creating meeting documents such as presentations, binders and insurance summaries
  • Participates in the marketing process and provides clerical support to the team
  • Performs a broad variety of administrative duties and staff support services for an assigned team
  • Assist clients with daily service functions and frequent ad hoc requests
  • Create and maintains strong relationships with vendors
  • Responds directly and promptly to client inquiries and requests
  • Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, binders and Summary of Insurance, Renewal Information requests, audits, endorsements, renewal information request forms, insurance specifications, proposals, etc
  • Promptly responds to routine requests for data and questions from clients, underwriters and internal staff
  • Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews
  • Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s)
  • Meets with prospects and clients as needed to enhance knowledge of client accounts
  • Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures
  • Participates in the marketing process

Requirements:

  • Minimum of high school degree or equivalent required
  • College degree (Preferred)
  • Proficient with MS Office Suite
  • Ability to maintain a high level of confidentiality
  • Strong oral and written communication skills with a proven commitment to high quality customer service
  • Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks
  • Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems
  • Ability to work in a team environment that is constantly changing
What we offer:
  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP
  • 401k
  • Student Loan Assistance
  • Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more

Additional Information:

Job Posted:
February 20, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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