Service Specialist

POSITION TITLE: Service Specialist REPORTS TO: Operations Department CLASSIFICATION: Non-exempt DATE: January 2025EEO CLASSIFICATION: AdministrativePOSITION SUMMARY:A Service Specialist is responsible for delivering 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. The Service Specialist will process all administrative responsibilities promptly, including data integration and reporting for the team. As part of First Mainstreet Insurance, the Service Specialist will be a key member of an exceptional, resourceful, and collaborative High-Performance Team (HPT).ESSENTIAL JOB FUNCTIONS & RESPONSIBILITIES:Develop and nurture strong relationships with clients by providing excellent service and support to 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 the management of accountsManage and report information from clients to ensure we are assisting to minimize exposuresMonitor account satisfaction levels and assist with proactive measures to ensure high levels of account retentionAssist with marketing new business and/or renewal business, in conjunction with a Risk Advisor or Account ManagerAssist with managing 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 assisting with managing a book of business Maintain confidentiality of client and carrier informationPerform other duties, as assigned, appropriate to the positionSKILLS & COMPETENCIES:Proven experience in service/support management or a related client-facing roleDesire to obtain a P&C license, if not currently licensedExcellent 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 skillsManaging both client-facing responsibilities and internal office operations seamlesslyAbility to adapt to a fast-paced and dynamic environmentAbility to work with internal teams to report information, track tasks, and align efforts toward achieving client goalsStrong collaborative and morale skills to motivate and assist the internal high-performing teamProficient or able to quickly learn and utilize Microsoft Office and other applications to maximize efficiency and function in a paper-free 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, 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. PIcf44ff1e0e48-25660-36940015