Client Service Specialist

Client Service Specialist
- Large Commercial

Be part of a winning team that leads the way as a Best Practices Agency in Insurance!

Based out of the Baltimore, MD office, this full-time Client Service Specialist position is central to the Large Commercial team of Maury, Donnelly, & Parr. The individual in this role will provide support to the Client Managers that manage all assigned accounts and bonds.

This position is considered full-time, in-person for the 1st 90 days and then there's opportunity to transition to a hybrid schedule.

• Processes certificates of insurance (COI), binders, evidences, auto , applications, renewal requests, endorsements, premium finance agreements, and claim data.
• Responsible for initial input of account, contact, and policy details into EPIC.
• Follow up with carriers on status and receipt of all policies, endorsements, and cancellations. Coordinates resolution of pending issues.
• Secure loss runs, experience modification worksheets, and MVRs, FR-19’s; orders and follows up on loss runs when requested.
• Prepares proposals, analysis and summaries as needed.
• Manages billing inquiries and cancellation notices; provides billing support to Client Manager as needed.
• Performs other related duties as assigned by management.

• Associate's Degree (AA) or equivalent from a two-year college or technical school, or six months to one-year related experience and/or training, or equivalent combination of education and experience.
• Hold State Property and Casualty Insurance license, or progress towards licensure.

• Ethics – Treats people with respect;
  Keeps commitments;
  Inspires the trust of others;
  Works with integrity and ethically;
  Upholds organizational values.
• Adaptability – Adapts well to changes in the work environment;
  Manages competing demands;
  Changes approach or method to best fit the situation;
  Able to deal with frequent change, delays, or unexpected events.
• Customer Service – Manages difficult or emotional customer situations;
  Responds promptly to customer needs;
  Solicits customer feedback to improve service;
  Responds to requests for service and assistance.
• Professionalism – Approaches others in a tactful manner;
  Reacts well under pressure;
  Keeps emotions under control;
  Treats others with respect and consideration;
  Maintains confidentiality;
  Accepts responsibility for own actions;
  Follows through on commitments.
• Quality – Demonstrates accuracy and thoroughness;
  Looks for ways to improve and promote quality;
  Applies feedback to improve performance;
  Monitors own work to ensure quality.
• Written Communication – Writes clearly and informatively;
  Edits work for spelling and grammar;
  Varies writing style to meet needs;
  Presents numerical data effectively;
  Able to read and interpret written information

• Occasionally required to stand/walk; frequently required to sit; continually required to utilize hand and finger dexterity and to talk or hear. Normal office environment.

• $45,000 - $55,000

Our agency offers a collegial work environment, exciting opportunities for professional growth, and generous benefits, including paid maternity leave (after 1 year of work), family health, vision, and dental benefits. 401(k) plan with immediate vesting PLUS many additional company perks.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At MDP, it is not typical for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on the facts and circumstances of each case.

A reasonable estimate of the current range is presented within this posting.

You may also be eligible to participate in a discretionary annual bonus program, subject to the rules governing the program, whereby an award, if any, depends on various factors, including, without limitation, individual and organizational performance.

The above is intended to describe the general content of and requirements for the performance of this job. It is not an exhaustive statement of requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

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