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Client Support Specialist

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is seeking a Client Support Specialist to join our growing team in Milwaukee, WI! 

 

The Client Support Specialist participates in the IGNITE rotational trainee role, learning the Account Representative / Benefits Specialist Role. Assists assigned account team with internal projects and in servicing the clients. This includes such activities as reviewing plan documents for accuracy, maintaining files, and agency management system, and creating meeting documents such as presentations, binders and insurance summaries. Participates in the marketing process and provides clerical support to the team 

 

How You Will Contribute: 

 

  • All responsibilities that fall within the respective career tracks (Account Representative/ Benefits Specialist). 

  • Performs a broad variety of administrative duties and staff support services for an assigned team 

  • Assist clients with daily service functions and frequent ad hoc requests  

  • Create and maintains strong relationships with vendors 

  • Responds directly and promptly to client inquiries and requests while keeping the rest of the Service team advised 

  • Accurately prepares, processes, reviews and monitors various documents such as certificates of insurance, binders and Summary of Insurance, Renewal Information requests, audits, endorsements, renewal information request forms, insurance specifications, proposals, etc.  Ensures policies follow coverages as quoted, proposed and bound. 

  • Promptly responds to routine requests for data and questions from clients, underwriters and internal staff. 

  • Develops and maintains client service plans, manages mid-term changes and assists in Stewardship reviews. 

  • Responsible for new client setup and ongoing client maintenance in the appropriate agency management system(s)This includes such duties as: uploading documents into the policy management system, tracking the status of open items. 

  • Meets with prospects and clients as needed to enhance knowledge of client accounts. 

  • Assists with new account development, including review of the account to explore possibility of uninsured or underinsured exposures. 

  • Participates in the marketing processThis includes such duties as contacting markets, initiating new business, reviewing quotes, preparing coverages and proposals.  

 

Skills & Experience to Be Successful: 
 

  • Minimum of high school degree or equivalent required 

  • College degree (preferred)  

  • Proficient with MS Office Suite 

  • Ability to maintain a high level of confidentiality 

  • Strong oral and written communication skills with a proven commitment to high quality customer service 

  • Strong time management skills and the ability to evaluate and prioritize multiple projects/tasks to maximize the number of internal and external clients that can be assisted while maintaining a high level of customer service   

  • Good keyboard and PC skills using word processing and spreadsheet software, familiarity with various software applications and the ability to learn new software systems 

  • Ability to work in a team environment that is constantly changing  

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance  
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement 
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more. 

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself  

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”. 

Average salary estimate

$50000 / YEARLY (est.)
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$40000K
$60000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Client Support Specialist, bbinsurance

Join the vibrant team at Brown & Brown as a Client Support Specialist in Milwaukee, WI! Here, we foster a meritocratic culture that truly values self-starters and those driven to deliver the best for our customers. As a Client Support Specialist, you'll embark on an exciting journey through our IGNITE rotational trainee program, gaining firsthand experience as you learn the ropes of the Account Representative and Benefits Specialist roles. Your day-to-day will be anything but dull; you’ll assist your assigned account team with various internal projects and provide top-notch service to our clients. From reviewing plan documents for accuracy and maintaining files to crafting meeting documents like presentations and insurance summaries, every day brings new challenges. A big part of your role will involve building and nurturing strong relationships with clients and vendors alike. You will be responding promptly to client inquiries, accurately preparing and processing essential documents, and helping to create service plans tailored to client needs. With your strong communication skills and attention to detail, you will ensure our clients feel supported every step of the way. If you're keen to learn, have a passion for customer service, and thrive in a dynamic team environment, this is the perfect opportunity for you. Come make a difference at Brown & Brown, where your contributions will truly matter!

Frequently Asked Questions (FAQs) for Client Support Specialist Role at bbinsurance
What are the main responsibilities of a Client Support Specialist at Brown & Brown?

As a Client Support Specialist at Brown & Brown, you will handle a variety of tasks including assisting clients with daily service functions, managing client accounts, reviewing plan documents for accuracy, and creating detailed presentations for meetings. Your role will also involve building strong relationships with clients and vendors while actively participating in the marketing process.

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What qualifications do you need to become a Client Support Specialist at Brown & Brown?

To become a Client Support Specialist at Brown & Brown, a minimum of a high school diploma or equivalent is required, while a college degree is preferred. You should also have proficiency in MS Office, strong oral and written communication skills, and the ability to maintain confidentiality and prioritize tasks efficiently.

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How does the Client Support Specialist role contribute to client satisfaction at Brown & Brown?

The Client Support Specialist plays a crucial part in client satisfaction by providing timely and accurate responses to inquiries and requests, ensuring that all documents and communications are handled with care. By developing strong client service plans and maintaining organized records, you will help create a seamless experience for clients.

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What type of training will I receive as a Client Support Specialist at Brown & Brown?

As a Client Support Specialist, you will participate in the IGNITE rotational trainee program at Brown & Brown, where you will gain vital hands-on experience in the Account Representative and Benefits Specialist roles, enhancing your knowledge and skills while you learn from experienced team members.

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What benefits does Brown & Brown offer to Client Support Specialists?

Brown & Brown offers a comprehensive and holistic benefits package for Client Support Specialists, which includes health benefits, 401k plans, student loan assistance, paid time off, mental health services, and various other perks aimed at promoting total well-being.

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Common Interview Questions for Client Support Specialist
Can you describe your experience in customer service as a Client Support Specialist?

In answering this, highlight specific experiences where you successfully managed client expectations, resolved issues, and provided high levels of service. Tailor your examples to show your communication skills and ability to prioritize tasks based on customer needs.

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How do you prioritize your tasks effectively in a busy work environment?

Demonstrate your time management skills by discussing methods you use to assess the urgency and importance of tasks. Explain how you stay organized and proactive in ensuring that all clients receive timely responses and support.

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What do you think makes an excellent Client Support Specialist?

An excellent Client Support Specialist possesses strong communication skills, attention to detail, and the ability to empathize with clients. Discuss traits and examples you've seen in successful specialists and how you embody those qualities.

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How would you handle a situation where a client is unhappy with the service?

Describe your approach to conflict resolution. Make sure to emphasize active listening, empathy, and the steps you'd take to resolve the concern, demonstrating your commitment to customer service excellence.

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What tools or software are you familiar with that would help you as a Client Support Specialist?

Mention specific software like agency management systems, CRM tools, or MS Office Suite, and how your experience with these tools can enhance your efficiency and accuracy in the Client Support Specialist role.

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How do you build and maintain relationships with clients?

Discuss strategies you use to establish trust and rapport with clients, including regular communication, personalized service, and being responsive to their needs and feedback.

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What challenges do you foresee as a Client Support Specialist and how would you address them?

Identify potential challenges such as managing multiple clients or handling complex inquiries, and discuss proactive strategies you would implement to ensure smooth operations and client satisfaction.

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Describe a time when you went above and beyond for a customer.

Share a specific story where you provided exceptional service, explaining the context, your actions, and the positive outcome for the customer to illustrate your commitment to excellence.

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How do you stay organized when managing multiple client accounts?

Talk about your organizational methods, whether it be using digital tools, maintaining detailed records, or setting reminders, stressing the importance of staying efficient without sacrificing the quality of service.

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Why do you want to work as a Client Support Specialist at Brown & Brown?

Craft a response that aligns your interest in the role with Brown & Brown’s values, mission, and culture, expressing enthusiasm about contributing to a team dedicated to superior client service.

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MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
March 31, 2025

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