Insurance Client Success Specialist

RT Specialty, LLC; Chicago, Northern (IL, KY); Hybrid; USD 56,000 - 65,000; Full time

Benefits offered by this job

Bonuses

Benefits

Paid time off

Parental leave

Mental health services

Job summary

RT Specialty, LLC in Chicago, IL, is seeking a Client Support Associate to assist clients with inquiries, guide policy-related matters, and communicate renewals. You will resolve concerns promptly, gather feedback, and collaborate with internal teams while staying informed about industry trends for enhanced client support.

You will maintain organized client records, identify cross-selling opportunities, and educate clients on insurance details.

Qualifications

• Bachelor’s degree in Business Administration, Customer Service, Business Operations or equivalent.
• Minimum 6 months of work experience in Insurance or Customer Service preferred.

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.

Skills

Customer service

Communication

Education

Bachelor’s degree

Tools

CRM systems

Policy management software

Job description

RT Specialty, LLC in Chicago, IL, is seeking a Client Support Associate to assist clients with inquiries, guide policy-related matters, and communicate renewals. You will resolve concerns promptly, gather feedback, and collaborate with internal teams while staying informed about industry trends for enhanced client support.

You will maintain organized client records, identify cross-selling opportunities, and educate clients on insurance details.