Full-Time

Client Service Specialist

Insurance

Confirmed live in the last 24 hours

TIH

TIH

201-500 employees

Consulting
Financial Services

Junior, Mid

Houston, TX, USA

Hybrid schedule in the Houston office.

Category
Customer Support
Customer Success & Support
Required Skills
Marketing
Requirements
  • High school diploma or equivalent
  • Demonstrated proficiency in computer applications such as Microsoft Office Suite
  • Demonstrate strong organizational and project skills
  • Strong communication and interpersonal skills (written and verbal)
  • Act with responsiveness, urgency and professionalism in all matters
  • Prioritize work to achieve timely completion of the most critical and sensitive activities
  • Respond quickly to client requests and work to provide appropriate information
  • Accept accountability for the quality of work
Responsibilities
  • Process new and renewal business within timelines and quality standards, including updating and maintaining information in the client management system.
  • Escalate issues of increased complexity, according to department standards, to the applicable internal contact.
  • Provide clients with timely information including plan information, rates, contributions, and carrier contacts.
  • Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.
  • Address and resolve client questions and issues.
  • Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons and demonstrates creativity in presentation style.
  • Support service and production team in reaching overall agency revenue and retention goals.
  • Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.
  • Assist with all aspects of marketing, as needed.
  • Take report and monitor claims (if applicable).
  • Document member and client communications in the client management services tool according to department standards.
  • Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.
  • Assist clients with claims resolution.
  • Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.

Company Stage

N/A

Total Funding

N/A

Headquarters

Charlotte, North Carolina

Founded

N/A

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • The $15.5 billion valuation and acquisition by prominent investors like Stone Point Capital and CD&R highlight TIH's strong market position and potential for growth.
  • The new ownership structure provides TIH with additional resources to invest in cutting-edge technology and develop innovative products and services.
  • TIH's ability to operate under its current brand names ensures continuity and stability for employees and clients.

What critics are saying

  • The transition to new ownership could lead to strategic shifts that may not align with the current operational strategy.
  • The insurance industry is highly competitive, and maintaining market share will require continuous innovation and adaptation.

What makes TIH unique

  • TIH is the fifth largest insurance brokerage in the U.S., providing it with significant market presence and influence.
  • The acquisition by Stone Point Capital and CD&R provides TIH with substantial financial backing, enabling it to explore new growth avenues and strengthen its operations.
  • TIH's diversified portfolio of top-performing businesses allows it to maintain a competitive edge in the insurance industry.

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