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Brown & Brown · 3 months ago

Client Support Specialist

Milwaukee, WI, USA

Full-time

Onsite

New Grad, Entry Level

Brown & Brown is seeking a Client Support Specialist to join their growing team in Milwaukee, WI. The role involves participating in the IGNITE rotational trainee program, assisting the account team with client service functions, and performing various administrative duties to support client relationships and internal projects.

Insurance

Responsibilities

All responsibilities that fall within the respective career tracks (Account Representative/ Benefits Specialist)

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 while keeping the rest of the Service team advised

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. Ensures policies follow coverages as quoted, proposed and bound

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). This includes such duties as: uploading documents into the policy management system, tracking the status of open items

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. This includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals

Qualification

MS Office SuiteCustomer serviceTime managementTeamworkKeyboard skillsSoftware proficiencyConfidentialityCommunication skills

Required

Minimum of high school degree or equivalent required

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 to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service

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