Commercial Lines Client Account Specialist

TN United Kingdom; Birmingham; On-site; GBP 25,000 - 45,000; Full time

Job summary

An established industry player is seeking a Commercial Lines Client Account Specialist to enhance client relationships and provide exceptional service. In this role, you will manage client accounts, process new and renewal business, and support the sales and service teams in achieving their goals. Your organizational skills and proficiency in Microsoft Office will be essential as you prepare presentations and respond to client inquiries. This position offers a dynamic work environment where your contributions will directly impact client satisfaction and agency success.

Qualifications

• Experience in servicing a midsize book of business.
• Strong organizational and project management skills.

Responsibilities

• Process new and renewal business within timelines and quality standards.
• Provide clients with timely information including plan details and rates.
• Assist clients with claims resolution.

Skills

Microsoft Office Suite

Organizational Skills

Project Management

Communication Skills

Client Responsiveness

Education

High School Diploma or Equivalent

Job description

Commercial Lines Client Account Specialist, Birmingham

Location: Birmingham, United Kingdom

Job Category: Customer Service

EU work permit required: Yes

Job Description

Primary Purpose: Build and maintain professional rapport with clients, vendors, and teammates by providing superior internal and external service support. Work as a supportive member of the sales and service teams.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

1. Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
2. Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
3. Provide clients with timely information including plan details, rates, contributions, and carrier contacts.
4. Set up policy notebooks for delivery to clients; assemble proposals and other presentations for client and prospect meetings.
5. Address and resolve client questions and issues.
6. Assist in preparation of proposals, stewardship reports, service plans, comparisons, and demonstrate creativity in presentation style.
7. Support the service and production team in reaching overall agency revenue and retention goals.
8. Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, and ID cards.
9. Assist with all aspects of marketing, as needed.
10. Monitor claims and report as applicable.
11. Document member and client communications in the client management system according to department standards.
12. Prepare presentations, spreadsheets, and communications based on internal and client needs.
13. Assist clients with claims resolution.
14. Participate in company-sponsored seminars, training workshops, and webinars to enhance industry knowledge and education.
15. Perform other duties as assigned by management.

Qualifications

Required Qualifications:

• Experience suitable for servicing a midsize book of business.
• High school diploma or equivalent.
• Proficiency in Microsoft Office Suite.
• Strong organizational and project management skills.
• Excellent written and verbal communication skills.
• Responsiveness, urgency, and professionalism in all matters.
• Ability to prioritize work and respond quickly to client requests.
• Accountability for work quality.

Preferred Qualifications:

• Property and casualty insurance license.
• Five years of industry-specific experience.