Private Client Support Specialist

Company

hirify.global is an independent, expanding insurance company that supports clients through collaborative service teams and an employee ownership model.

What you will do

• Support private-client service teams with customer service and administrative tasks.
• Assist with renewals by preparing pre-renewal and annual comparison summaries.
• Prepare and issue renewal and on-demand certificates of insurance.
• Process policies, endorsements, audits, electronic policy downloads, and carrier notifications.
• Prepare documents for scanning, file attachments in the agency management system, and issue auto ID cards.
• Participate in miscellaneous projects and support the team with additional responsibilities.

Requirements

• Strong reasoning skills and the ability to analyze and interpret data.
• Excellent written and verbal communication skills, including the ability to explain complex issues clearly.
• Strong attention to detail and the ability to prioritize multiple tasks while meeting deadlines.
• Ability to see projects through to completion.
• Strong proficiency with Microsoft Office products and other computer programs.
• Willingness to take on additional responsibilities as needed.

Culture & Benefits

• Team-based work environment focused on collaboration and shared success.
• Benefits include medical, prescription, dental, vision, FSA, HSA, life insurance, disability coverage, and 401(k).
• Additional benefits include paid time off, paid holidays, flexible work options, a sabbatical, and a well-being stipend.
• Professional development, family assistance, gift matching, identity theft protection, and stock purchase opportunities are available.
• Eligible associates may receive an annual performance bonus and participate in employee ownership opportunities.