Client Support Associate

About the Role

RT Specialty, a division of Ryan Specialty, is a leading wholesale distributor of specialty insurance products and services. Our experienced brokers are specialized in property, casualty, professional lines, transportation and workers’ compensation, providing creative solutions to retail brokerage firms. We define ourselves through our superior execution on behalf of our clients, which has established us as a leader in the industry.

Position Summary

The Client Support Associate is responsible for assisting clients by addressing inquiries, guiding them through policy-related matters, and communicating policy renewals. The role resolves customer concern promptly, gathers feedback, and collaborates with internal teams while staying informed about industry trends for enhanced client support. They maintain organized client records, identify cross-selling opportunities, and educate clients on insurance details.

Key Responsibilities

• Assists clients by addressing inquiries, resolving issues, and offering information related to insurance products and services.
• Guides clients through policy-related matters, explaining coverage details, terms, and conditions, and assists with policy adjustments or updates.
• Communicates regarding policy renewals, providing information on renewal options, premiums, and any changes in coverage.
• Maintains accurate and organized client records, ensuring all interactions and transactions are properly documented in the company's systems.
• Identifies opportunities for cross-selling or upselling additional insurance products or services based on client needs and preferences.
• Educates clients on insurance terminology, policy features, and any updates in the insurance industry that may impact their coverage.
• Gathers client feedback on services, products, and overall satisfaction to identify areas for improvement and enhance the client experience.
• Maintains regular communication with clients through various channels, including phone, email, and potentially virtual meetings, provides updates and addresses inquiries.
• Collaborates with underwriting and claims teams to provide comprehensive support to clients, particularly during policy issuance, modifications, and claims processes.
• Stays informed about insurance products, industry trends and regulations to enhance knowledge and better service the clients.

Requirements & Tech Stack

• A minimum of 6 months of work experience in Insurance Industry or Customer Service is preferred.

Qualifications

• Bachelor’s degree required.
• Preferred degrees: Business Administration, Customer Service, Business Operations.
• Any other related discipline or commensurate work experience considered.
• Preferred: Certified Insurance Service Representative (CISR) is a plus.