What part will you play? If you’re looking for a place where you can make a meaningful difference, you’ve found it.
The work we do at Markel gives people the confidence to move forward and seize opportunities, and you’ll find your fit amongst our global community of optimists and problem-solvers. We’re always pushing each other to go further because we believe that when we realize our potential, we can help others reach theirs. Join us and play your part in something special! The Client Support Specialist (CSS) is responsible for successful client coordination, project management and facilitation of overall daily account activity. Responsibilities include, but are not limited to, new client implementation, coordination of contract renewals process, coordination of RFP/Vendor Due Diligence requests and general client inquiries as requested by the Client Executive(s). The CSS ensures the seamless execution of account change requests (ACRs) and collaborates with internal resources to uphold all service agreements. This position is required to develop and maintain business relationships with multiple levels of client personnel involved with the State National Companies program.Job Location: Hybrid work arrangement based in Bedford, TX
Role Summary:
The CSS partners with their regional Client Executives and Director, providing support in the following areas:
Assisting them with ACRs, implementation paperwork, special reports, InsurTrak access, requesting training materials and training clients as may be required.
Coordinate contract executions/renewals, programming changes/research, collection of past due invoices, securing underwriting options, issuing meeting invitations and any other assigned projects as requested by the Client Executive.
Manage internal and external requests for information and ensure timely problem resolution.
Proactively identify and implement solutions alongside the Client Executive(s) and Director to ensure client satisfaction and profitability.
Maintain accurate and up-to-date client profiles within the CRM database.
Support client retention efforts by attending all underwriting and At-Risk meetings for assigned region.
Assist with the implementation of new clients and lead all merger and acquisition processes, as requested.
Prepare meeting materials or invitations for client meetings, as requested.
Light Travel, as required.
Job Responsibilities:
Prepare and assist the Client Executive(s) with reports and data compilation to proactively retain business.
Support the Client Executive team on requests, reports, escalations, core conversions and implementation calls.
Drive account issue resolution as necessary and monitor satisfaction through proactive follow-up.
Work closely with the Client Executive(s) to monitor service agreement dates, keep competitor data and key contact data up to date in CRM.
Foster a collaborative culture that ensures accountability and responsiveness to client needs.
Build and maintain strong relationships with internal account service teams and partners to enhance service efficiency.
Successfully facilitate account change requests (ACRs), provide status updates, and communicate progress effectively.
Proactively provide client support when Client Executive(s) are unavailable due to travel or other commitments.
Participate in client meetings, take detailed notes, and manage lender requests for information or project implementation, as requested.
Job Requirements:
Bachelor’s degree preferred, or an equivalent trade-off of related professional work experience.
Minimum of three years of proven success in client service, preferably within the financial services industry.
Solid knowledge or ability to quickly learn State National Companies products and services.
Ability to manage multiple priorities, plan projects, and meet deadlines with excellent organizational skills.
Capability to interact effectively across multiple levels of the organization and respond promptly to client and internal team needs.
Strong communication, interpersonal, relationship-building, and problem-solving skills.
Proficiency in integrating technology into service operations.
Demonstrated strong collaboration and teamwork abilities.
#LI-Hybrid
US Work Authorization
US Work Authorization required. Markel does not provide visa sponsorship for this position, now or in the future.
Who we are:
Markel Group (NYSE – MKL) a fortune 500 company with over 60 offices in 20+ countries, is a holding company for insurance, reinsurance, specialist advisory and investment operations around the world.
We’re all about people | We win together | We strive for better
We enjoy the everyday | We think further
What’s in it for you:
In keeping with the values of the Markel Style, we strive to support our employees in living their lives to the fullest at home and at work.
We offer competitive benefit programs that help meet our diverse and changing environment as well as support our employees’ needs at all stages of life.
All full-time employees have the option to select from multiple health, dental and vision insurance plan options and optional life, disability, and AD&D insurance.
We also offer a 401(k) with employer match contributions, an Employee Stock Purchase Plan, PTO, corporate holidays and floating holidays, parental leave.
Are you ready to play your part?
Choose ‘Apply Now’ to fill out our short application, so that we can find out more about you.
Caution: Employment scams
Markel is aware of employment-related scams where scammers will impersonate recruiters by sending fake job offers to those actively seeking employment in order to steal personal information. Frequently, the scammer will reach out to individuals who have posted their resume online. These "job offers" include convincing offer letters and frequently ask for confidential personal information. Therefore, for your safety, please note that:
All legitimate job postings with Markel will be posted on Markel Careers. No other URL should be trusted for job postings.
All legitimate communications with Markel recruiters will come from Markel.com email addresses.
We would also ask that you please report any job employment scams related to Markel to [email protected].
Markel is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of any protected characteristic. This includes race; color; sex; religion; creed; national origin or place of birth; ancestry; age; disability; affectional or sexual orientation; gender expression or identity; genetic information, sickle cell trait, or atypical hereditary cellular or blood trait; refusal to submit to genetic tests or make genetic test results available; medical condition; citizenship status; pregnancy, childbirth, or related medical conditions; marital status, civil union status, domestic partnership status, familial status, or family responsibilities; military or veteran status, including unfavorable discharge from military service; personal appearance, height, or weight; matriculation or political affiliation; expunged juvenile records; arrest and court records where prohibited by applicable law; status as a victim of domestic or sexual violence; public assistance status; order of protection status; status as a smoker or nonsmoker; membership or activity in local commissions; the use or nonuse of lawful products off employer premises during non-work hours; declining to attend meetings or participate in communications about religious or political matters; or any other classification protected by applicable law.
Should you require any accommodation through the application process, please send an e-mail to the [email protected].
No agencies please.
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