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Commercial Insurance Customer Success Specialist

Hosket Ulen Insurance Solutions LLC
Dublin, OH Full Time
POSTED ON 3/11/2025
AVAILABLE BEFORE 5/10/2025

We are seeking a highly motivated and detail-oriented Commercial Insurance Customer Success Specialist to join our growing team. The ideal candidate will be a proactive problem-solver with a passion for client service and a talent for innovative thinking. With the flexibility of virtual work, you'll thrive in a fun, engaging environment that values your development and work-life balance. The Customer Success Analyst will also work closely with other members of the Hosket Ulen Commercial Team to enhance and automate existing processes.

We are looking for more than someone to simply complete tasks; we seek an individual who will actively contribute to our team's growth and success. If you are a detail-oriented free thinker with a passion for innovation and customer service, we encourage you to apply. Join us in shaping the future of commercial insurance customer success

Key Responsibilities:

  • Manage and process motor vehicle records with precision and efficiency
  • Issue certificates of insurance accurately and promptly
  • Maintain client policies by processing endorsements in a timely manner
  • Assist clients with payments and policy-related inquiries
  • Handle inbound and outbound client communications professionally
  • Support the commercial lines team with various projects and initiatives
  • Ensure Salesforce and client policy records are consistently up-to-date
  • Collaborate with team members to enhance overall customer experience

What We're Looking For:

  • Exceptional attention to detail and organizational skills
  • Strong analytical and problem-solving abilities
  • Excellent verbal and written communication skills
  • Proficiency in Salesforce and Microsoft Office Suite
  • Ability to multitask and prioritize in a fast-paced environment
  • Self-motivated with a proactive approach to work
  • Team player with a positive attitude and willingness to adapt

Ideal Qualities:

We are particularly interested in candidates who:

  • Demonstrate innovative thinking and bring fresh ideas to the table
  • Take initiative in identifying process improvements
  • Inspire team members with creative solutions to challenges
  • Show a commitment to continuous learning and professional growth
  • Possess a deep understanding of customer needs and expectations in the insurance industry

Why Join Our Team:

  • Opportunity to contribute to a dynamic, growing company
  • Collaborative work environment that values fresh perspectives
  • Chance to make a significant impact on client satisfaction and team success

Job Type: Permanent

Pay: From $45,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Paid time off
  • Vision insurance

Supplemental Pay:

  • Bonus opportunities

Experience:

  • Customer Service: 1 year (Preferred)

License/Certification:

  • Insurance Property and Casualty License (Required)

Work Location: Hybrid remote in Dublin, OH 43017

Salary : $45,000

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