Client Support Associate

RT Specialty, LLC; Kansas City (MO); Sur place; USD 56 000 - 62 000; Plein temps

Résumé du poste

RT Specialty, a division of Ryan Specialty, is seeking a Client Support Associate to assist clients with inquiries and guidance on policy renewals. You will explain coverage details, process policy updates, and maintain accurate client records while identifying opportunities to cross-sell relevant products.

The role requires a Bachelor’s degree and at least 6 months in Insurance or Customer Service. CISR is a plus, with full-time hours and access to comprehensive benefits.

Qualifications

• Bachelor’s degree required; Business Administration, Customer Service or related field preferred.
• Minimum 6 months of work experience in Insurance or Customer Service preferred.
• Certification: CISR is a plus.

Responsabilités

• Assist clients by addressing inquiries and guiding policy-related matters.
• Explain coverage details and assist with policy adjustments or updates.
• Communicate renewal options, premiums, and changes in coverage.
• Maintain organized client records in company systems.
• Identify cross-selling or upselling opportunities based on client needs.
• Educate clients on insurance terminology and policy features.
• Gather feedback to improve services and client experience.
• Maintain regular client communication via phone, email, and virtual meetings.
• Collaborate with underwriting and claims teams to support policies and claims.

Connaissances

Customer service

Communication

Record keeping

Cross-selling

Formation

Bachelor's degree in Business Administration or related

Outils

CRM systems

Description du poste

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry.

Position Summary

The Client Support Associate is responsible for assisting clients by addressing inquiries, guiding them through policy-related matters, and communicating policy renewals. The role resolves customer concern promptly, gathers feedback, and collaborates with internal teams while staying informed about industry trends for enhanced client support. They maintain organized client records, identify cross-selling opportunities, and educate clients on insurance details.

What will your job entail?

Job 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.
• Work Experience and Education: Bachelor’s degree required, Business Administration, Customer Service, Business Operations preferred. Any other related discipline or commensurate work experience considered.
• A minimum of 6 months of work experience in Insurance Industry or Customer Service is preferred. Licenses and Certifications: Preferred: Certified Insurance Service Representative (CISR) is a plus.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

How We Support Our Teammates

Ryan Specialty seeks to offer our employees a comprehensive and best-in-class benefits package that helps them - and their family members - achieve their physical, financial, and emotional well-being goals. In addition to paid time off for company holidays, vacation, sick and personal days, Ryan offers paid parental leave, mental health services and more.

The target salary range for this position is $55,800.00 - $62,000.00 annually.

The wage range for this role considers many factors, such as training, transferable skills, work experience, licensure and certification, business needs, and market demands. The pay range is subject to change and may be modified in the future. Full-time roles are eligible for bonuses and benefits. For additional information on Ryan Specialty Total Rewards, visit our website https://benefits.ryansg.com/.

We provide individuals with disabilities reasonable accommodations to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment in accordance with applicable law. Please contact us to request an accommodation at [e-mail]

The above is intended to describe this job's general requirements. It is not to be construed as an exhaustive statement of duties, responsibilities, or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.