Service Specialist
Company: First MainStreet Insurance, L.C.
Location: Mankato
Posted on: October 19, 2024
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Job Description:
POSITION TITLE: Service Specialist DATE: January 2024REPORTS TO:
Operations Department CLASSIFICATION: Non-exempt EEO
CLASSIFICATION: AdministrativePOSITION SUMMARY:A Service Specialist
is responsible for overseeing the delivery of high-quality service
and support to our valued clients. Service Specialists will provide
administrative support to the Account Manager, Account Executive,
Risk Advisor, and overall office needs. They will process all
administrative responsibilities in a timely manner, including data
integration and reporting for the team. The Service Specialist will
be part of an exceptional, resourceful, and collaborative office
here at First Mainstreet Insurance.ESSENTIAL JOB FUNCTIONS &
RESPONSIBILITIESDevelop and nurture strong relationships with
clientsRegularly communicate with accounts to proactively address
concerns, gather feedback and identify opportunities for account
growthEnsure all deadlines are met for assigned tasks to assist
with management of accountsManage and report information from
client to ensure we are assisting to minimize exposuresMonitor
account satisfaction levels and take proactive measures to ensure
high levels of account retentionMarket new business and/or renewal
business, in conjunction with a Risk Advisor or Account
ManagerManage all account work in our agency management system
(EPIC) to ensure all data is accurateManage assigned office
operations such as - mail, phones, office supplies, etc. Seek and
develop opportunities to increase knowledge of insurance industry
trends, market conditions and competitors Embrace the tools
provided to become efficient in managing a book of business that is
assignedMaintain confidentiality of client and carrier
informationPerform other duties, as assigned, appropriate to the
positionSKILLS & COMPETENCIESProven experience in service
management or related client-facing roleProficient or able to
quickly learn and utilize Microsoft Office and other applications
to maximize efficiency and function in a paper free environment.
Excellent communication and interpersonal skills, with the ability
to interact effectively with clients and stakeholders at all
levelsExceptional problem-solving skills with a strong focus on
client satisfaction Strong organization and time management
skillsStrong collaborative and morale skills to motivate and assist
a high-performing teamAbility to adapt to a fast-paced and dynamic
environmentPHYSICAL DEMANDS: The physical demands described here
are representative of those that must be met by an employee to
successfully perform the essential functions of this job. While
performing the duties of this job, the employee is regularly
required to communicate verbally and to listen for instructions and
information. The employee is also required to sit for long periods
of time often in front of a computer monitor and operate a computer
keyboard. The employee must occasionally lift and/or move up to 25
pounds. Specific vision abilities required include close vision,
distance vision, color vision, depth perception, and ability to
adjust focus. Summary: This job description is intended to describe
the normal level of work required by the person performing the
work. The essential job functions outlined are primary duties and
responsibilities. Other duties may be assigned as needs arise or as
required.This description is not intended as a contract and is
subject to change. Any written contractual agreements supersede
this job description. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential job
functions.PI4f9c1e4bff62-25660-35834794
Keywords: First MainStreet Insurance, L.C., Bloomington , Service Specialist, Other , Mankato, Minnesota
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