Client Service Specialist

Benefits:

• Opportunity for advancement
• Paid time off
• Training & development
• Vision insurance
• 401(k) matching
• Bonus based on performance
• Competitive salary
• Dental insurance
• Flexible schedule

The Client Service Specialist at Prizm Insurance & Risk Services is responsible for supporting the sales and service teams in their evaluation of prospect and clients’ commercial insurance needs and assist with account servicing and administration.   Responsibilities

• Assist and prepare relevant documentation for new business and renewal submissions.  
• Prepare proof of insurance and auto identification cards.  
• Assist with retrieving and evaluating Motor Vehicle Records (MVR).  
• Request changes from carriers, update Agency Management System (Applied Epic) and create follow-up activities.  
• Process account changes by verifying coverages, invoices, and updating Applied Epic.  
• Manage claim activity and follow-up. 
• Investigate and correct omitted items and commission variances from endorsements and policies. 
• Assist with commission reconciliations. 
• Interact with agency personnel, prospects, clients, and insurance partners.  
• Develop and maintain positive work relationships with team members.  
• Support service team managing activities and workflow.  
• Complete special projects and other duties as requested.  
• Manage small business accounts.  

 
Knowledge, Skills, and Abilities: 

• Excellent communication skills and the ability to apply these skills in verbal and written form.  
• Maintain outstanding professional demeanor.  
• Experience with computer data entry required; working familiarity with Applied Epic, Microsoft Excel, Outlook, and Word, preferred.  
• Ability to learn and use carrier portals, websites, and other software programs.  
• High level of organization with ability to handle and prioritize multiple tasks.  
• Ability to work both independently and in a team environment.  
• Detail orientated and able to effectively problem solve.  
• Maintain a high level of confidentiality.  
• Participate in continuing education and professional designation opportunities.  
• Ambitious work ethic and positive mentality. 

 
Qualifications: 

• High school diploma required; college degree preferred.  
• Wisconsin agent’s license required, or the ability to obtain within six (6) months of hire.  
• 0-2 years’ experience in an administrative or customer role, preferably in insurance industry.  

Flexible work from home options available.