Insurance Client Support Specialist

Ryan Specialty, LLC; Chicago (IL); On-site; USD 56,000 - 65,000; Full time

Job summary

RT Specialty, a division of Ryan Specialty, is seeking a Client Support Associate to assist clients with inquiries, guide them through policy-related matters, and communicate renewals. You will maintain organized client records and collaborate with underwriting and claims teams to support issuance, modifications, and claims.

The role emphasizes educating clients on coverage details, terminology, and industry updates, while identifying cross-selling opportunities.

Qualifications

• Bachelor’s degree required; Business Administration, Customer Service, Business Operations preferred.
• CISR is a plus.
• Minimum 6 months of work experience in Insurance Industry 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 skills

Client support

Cross-selling

Education

Bachelor’s degree

Certified Insurance Service Representative (CISR)

Tools

CRM software

Microsoft Office

Policy management systems

Job description

RT Specialty, a division of Ryan Specialty, is seeking a Client Support Associate to assist clients with inquiries, guide them through policy-related matters, and communicate renewals. You will maintain organized client records and collaborate with underwriting and claims teams to support issuance, modifications, and claims.

The role emphasizes educating clients on coverage details, terminology, and industry updates, while identifying cross-selling opportunities.