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Ryan Specialty · 2 weeks ago

Senior Client Support Associate

United States

Full-time

Remote

Mid, Senior Level

$68K/yr - $85K/yr

2+ years exp

Ryan Specialty is a company focused on providing exceptional client support in the insurance industry. The Senior Client Support Associate is responsible for assisting clients with inquiries, guiding them through policy matters, and ensuring effective communication regarding policy renewals.

Financial ServicesInsuranceRisk Management

Comp. & Benefits

Responsibilities

Assists clients by addressing inquiries, resolving issues, and offering information related to insurance products and services

Guides clients through policy-related matters, explaining coverage details, terms, and conditions, and assists with policy adjustments or updates

Communicates regarding policy renewals, providing information on renewal options, premiums, and any changes in coverage

Maintains accurate and organized client records, ensuring all interactions and transactions are properly documented in the company's systems

Identifies opportunities for cross-selling or upselling additional insurance products or services based on client needs and preferences

Educates clients on insurance terminology, policy features, and any updates in the insurance industry that may impact their coverage

Gathers client feedback on services, products, and overall satisfaction to identify areas for improvement and enhance the client experience

Maintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries

Collaborates with underwriting and claims teams to provide comprehensive support to clients, particularly during policy issuance, modifications, and claims processes

Stays informed about insurance products, industry trends and regulations to enhance knowledge and better service the clients

Qualification

Insurance IndustryInsurance Regulatory ComplianceCustomer EngagementClaims Case ManagementEffective CommunicationMicrosoft OfficeData EntryAttention to DetailOrganizational SkillsTime Management