Client Support Specialist Job at Brown & Brown UK (Milwaukee)

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

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Client Support Specialist

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