Position Summary

The Client Support Associate is responsible for clients who are using our digital platform by addressing inquiries and guiding them through policy-related matters throughout the policy lifecycle. This role resolves customer concern promptly, gathers feedback, and collaborates with internal teams. This position will work with production teams, back-office teams, and external customers. The Client Support Associate is responsible for providing excellent customer service to external clients. They maintain organized client records, identify process improvement opportunities, and educate clients on insurance details.

What will your job entail?

Job Responsibilities:

• Work as part of a team to support external clients by answer calls, chats and emails in an accurate and timely manner.
• Assists clients by addressing inquiries, resolving issues, and offering information related to insurance products and services.
• Collaborates with underwriting and production teams to provide comprehensive support to clients, particularly during policy issuance, modifications, and post issuance processes.
• Maintains accurate and organized client records, ensuring all interactions and transactions are properly documented in the company's systems.
• 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.
• Stays informed about insurance products, industry trends and regulations to enhance knowledge and better service the clients.

Work Experience and Education:
• Bachelor’s degree required, Business Administration, Customer Service, Business Operations preferred. Any other related discipline or commensurate work experience considered. 
• 1 to 3 year of work experience in Insurance Industry or Customer Service is preferred.
• Experience with ConceptOne (C1) and/or any Policy Administration systems a plus.

•    Ability to learn new applications and system features quickly.

•    Ability to manage workload with minimal supervision.

Licenses and Certifications:
• Preferred: Certified Insurance Service Representative (CISR) is a plus.

Ryan Specialty is an Equal Opportunity Employer. We are committed to building and sustaining a diverse workforce throughout the organization. Our vision is an inclusive and equitable workplace where all employees are valued for and evaluated on their performance and contributions. Differences in race, creed, color, religious beliefs, physical or mental capabilities, gender identity or expression, sexual orientation, and many other characteristics bring together varied perspectives and add value to the service we provide our clients, trading partners, and communities. This policy extends to all aspects of our employment practices, including but not limited to, recruiting, hiring, discipline, firing, promoting, transferring, compensation, benefits, training, leaves of absence, and other terms, conditions, and benefits of employment.

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