The Client Service Specialist supports the client account teams by managing the client renewal process including, but not limited to maintaining client folders, producing client facing material and deliverables and preparing invoices. The requirements listed below are representative of the knowledge, skill, and/or ability required. 

　　QUALIFICATIONS:

　　To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

　　This role is in office 5 days a week.

　　ESSENTIAL DUTIES AND RESPONSIBILITIES:

　　Schedule Renewal Planning Meetings Request loss run reports from the various carriers and/or underwriters Draft Renewal Planners which involve creating, updating, collating and synthesizing  multiple documents and data. Update/maintain Principal Calendar with client meetings, events etc. Prepare client deliverables for all product lines including, E&O, Cyber and Management Liability Update and maintain client information in Salesforce Respond to client requests for certificates of insurance (COIs) Assist with the management and oversight of claims/litigation matters and related information/data. Assist with event coordination (Major Firms, Best Practices, etc.) Provide support with vendor payables Generate reports for account teams and leadership as needed Other administrative and project management duties as needed KEY COMPETENCIES:

　　Advanced knowledge of navigating the Internet as well as various Microsoft Office programs to include Windows, Outlook, Word, PowerPoint, and Excel Strong attention to detail and time management abilities Strong ability to multi-task and assign priority Ability to work effectively and efficiently both with and without direct supervision Ability to work effectively and efficiently in a team environment as well as independently Strong interpersonal communication skills, both written and oral; Must be able to work in a fast-paced environment with demonstrated ability to juggle multiple competing tasks and demands Must have high level of interpersonal skills to handle sensitive and confidential situations. Position continually requires teamwork, demonstrated poise, tact, and diplomacy. EDUCATION and EXPERIENCE 

　　Associate degree required; Bachelor’s degree strongly preferred, or Paralegal Certification. Minimum 2 years’ experience working for either: (1) a professional service firm (such as accounting firm, law firm, consulting firm, or other similar firm) or (2) working in any capacity in the insurance industry Experience with agency management software (preferably Sagitta and Salesforce) preferred Proficient with MS Word, Excel and Outlook Strong analytical skills and knowledge of professional liability insurance preferred The national average salary for this role is $60 000 to $80 000 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data. Note, this role is non-exempt / hourly. 

　　WHY JOIN US? 

　　15th Largest Broker in US Voted " Best Place to Work" in the Insurance Industry Awesome Benefits:  401K matching, Generous Time Off Policy, Flexible Work Options, Medical, Dental, Vision, Pet Insurance, Cancer Insurance, Wellness Programs, Employee Award Programs (Trips!). EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. An Equal Opportunity/Affirmative Action Employer.

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