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Distinguished Programs · 1 day ago

Client Services Advocate

United States

Full-time

Remote

Entry, Mid Level

$45K/yr - $55K/yr

2+ years exp

Distinguished Programs is a leading national insurance Program Manager providing specialized insurance programs to brokers and agents. The Client Services Advocate role involves supporting renewal activities, policy servicing, and ensuring a positive customer experience while managing inquiries and transactions related to insurance policies.

Insurance

Responsibilities

Serves as primary service contact to ensure superior customer experience & manage inbound emails and phone calls to resolve inquiries and troubleshoot

Provide best in class customer service to internal and external customers, executing follow-through to achieve first contact resolution and improve next call avoidance

Maintain a knowledge base of general insurance concepts and terms and understand strategy, territory appetite and key agent partners to achieve growth and profitability goals

Assist in recommendations and enhancements to continually improve the customer experience (workflow, systems, knowledge) to increase efficiency and minimize misdirected calls and emails

Supports renewal activities; renewal issuance, endorsement/document request, claim reviews, file documentation, handles legal notice requests and inquiries and evaluation of loss control reports

Updates work management system statuses throughout the cycle of the policy and monitors work in queue & maintain diligent record keeping of disposition of inbound inquiries

Cultivates strong business relationships (internal and external) by proactively communicating and conveying ownership and commitment & building report, credibility, and trust

Demonstrates working knowledge of underwriting systems, workflows, procedures, and compliance rules and underwriting guidelines

Qualification

Customer service experiencePropertyCasualty licenseAttention to detailTime managementCommunication skillsTeamworkDecision-makingOrganizational skills

Required

Minimum of 2 years' experience in a customer service or support role in commercial/personal lines

Bachelor's degree or equivalent combination of education and experience

Strong attention to detail, time management and decision-making skills

Ability to work effectively independently and within a collaborative team-oriented environment using sound judgment in decision-making

Excellent communication skills, both verbal and written, including the ability to listen and then to respond appropriately. Customer Service Oriented!

Promote teamwork and organizational success, while accepting accountability and ownership, celebrating successes, and learning from past mistakes

Must be self-driven, detail-oriented, comfortable in a growing ever-changing organization, and have strong organizational skills including time-management and prioritization

Some travel may be required sometimes