Assistant Client Service Specialist
: Job Details :


Assistant Client Service Specialist

ZipRecruiter

Job Location : Poughkeepsie,NY, USA

Posted on : 2025-09-02T07:12:28Z

Job Description :

Job DescriptionJob DescriptionDescription:

Provide superior service and administrative support for department.

  • Provide prompt and efficient assistance according to agency procedures and guidelines in the completion of administrative functions, when necessary.
  • Work in conjunction with Customer Service Representative or Sr. Customer Service Representative and provide service to customers, processing endorsements, copying, scanning, ordering MVR's, physical damage inspections, etc.
  • Request loss runs and issue binders, identification cards, certificates of insurance and requests for proof of insurance.
  • Retrieve documents from carrier websites and file in Image Right.
  • Process transactions carefully paying attention to detail on a timely basis to minimize the potential for any errors and omissions exposure.
  • Assist in follow up of outstanding claims in accordance with agency guidelines.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Communicate with Supervisor/Manager any issues to ensure excellent customer service.
  • Adhere to workflow procedures and follow guidelines to reduce the risk of E&O claims.
  • Adhere to established employee manual policies and guidelines.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
  • If not already licensed, pursue, and receive P & C license within first year of employment.
  • Perform other duties and projects as assigned.

Requirements:

  • College degree , high school diploma or equivalent required.
  • Experience and knowledge of Microsoft Office programs.
  • Experience with Vertafore a plus.
  • High level of organizational ability with attention to detail.
  • Works effectively and relates well with others including superiors, colleagues, and individuals inside and outside the company in a professional manner.
  • Demonstrated ability to communicate effectively.

Salary Range is $37,500 - $42,500.

The salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location.

All qualified applicants will receive consideration for employment without regard to , , , , , , , or protected veteran status.

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