Client Service Specialist

UNICO Group; Lincoln (NE); On-site; USD 40,000 - 60,000; Full time

Job summary

UNICO Group in Lincoln, Nebraska is looking for a Client Service Specialist dedicated to supporting Client Managers. This role demands excellent customer service and strong organizational skills to thrive in a dynamic insurance environment.

The successful candidate will assist in day-to-day operations, maintain accurate records, and ensure effective communication with clients and team members. This position is vital for the continuous operation of the commercial insurance team.

Qualifications

• Excellent customer service skills with a friendly demeanor.
• Strong organizational skills and attention to detail.
• Ability to handle multiple tasks in a fast-paced environment.

Responsibilities

• Assist Client Managers with day-to-day tasks and special projects.
• Support team communications during high-volume periods.
• Maintain accurate records in the Agency Management System.

Skills

Customer service

Organization skills

Attention to detail

Job description

Description

The Client Service Specialist supports the organization’s Client Managers through a wide variety of tasks. With a passion for customer service and values being part of a great team, this Client Service Specialist combines their friendly demeanor with stellar organization skills and detail-oriented focus to support the commercial insurance team in a fast-paced environment.

Responsibilities

• Assist Client Managers and Advisors with the facilitation of day-to-day tasks and special projects.
• Assist Client Managers and Advisors with online rating platforms.
• Support team members in timely handling of phone and email communications during periods of team member absences and busy work periods.
• Partner with insurance carriers to ensure accuracy of coverage throughout the year.
• Stay knowledgeable about carrier changes, industry developments and attend applicable carrier meetings.
• Support the marketing process by compiling documents, collecting data, and preparing continuation documents.
• Maintain thorough, accurate, and up-to-date records in our Agency Management System.
• Work closely with the team to maintain a continuous knowledge of client accounts to identify potential issues and/or opportunities.
• Provide regular two-way communication between the client and team, to provide strong team representation