Client Service Specialist

Do you have exceptional customer service and communication skills, a knack for organization, and really enjoy client interaction? We are looking for a new team member to assist our Client Services Team. This role will provide support to our Client Services Team as they evaluate the needs of existing clients and strengthen our client relationships. If this sounds like a good fit for you, read on for more information!


  • Demonstrates exceptional customer service and operates as an effective partner with clients.
  • Take lead role in organizing and scheduling claim reviews for customers. This will include producing claim status reports and participating in reviews in absence of client services consultant.
  • Maintain TPA customer satisfaction survey schedule. Assist with distributing survey results to managers and supervisors.
  • Assist with organizing new member onboarding and participate as needed.
  • Monitor claim activity of exited members.
  • Assist with managing contracts for standalone accounts.
  • Provide requested reports and respond to client requests
  • Maintain accurate client services procedures.
  • Participate in producing CRS scorecards and stewardship reports.
  • Manage CSC Queue in Maverick and assign/complete tasks as needed.
  • Assist with maintaining accurate contact/account information in Maverick.
  • Keep documents updated that identify email distribution lists, captive directors, and team assignments.
  • Provide backup to client services consultants when they are traveling.
  • Attend and participate in captive group meetings as required.
  • Foster lasting relationships with clients that are developed through professional and technical expertise, as well as, understanding client’s business needs.
  • Become knowledgeable about all lines of coverage and the claims that we receive in workers compensation, liability, product liability, auto and property claims.
  • May be required to adjust workers compensation and/or liability claims as needed to further technical knowledge.

Knowledge, Skills, and Abilities:

  • Ability to develop and foster effective relationships with ICS, agency partners, clients, prospects, carriers, auditors, and all internal staff.
  • Excellent communication skills and the ability to apply these skills in either verbal or written form when interacting with various clients, company personnel, and team members.
  • Knowledge of organizational methods and the ability to manage multiple tasks simultaneously.
  • Take the opportunity to grow and develop to eventually be the point person with some agencies and clients.
  • Ability and willingness to consistently participate in internal and external educational opportunities to enhance knowledge of current insurance topics or relevant system improvements.
  • Ability and willingness to continue industry related education, such as ARM or AIC designation.
  • Must be knowledgeable of and comply with HMA's Client Privacy Policy, HIPAA regulations and E&O procedures and policies.


  • High School Diploma required.
  • Minimum 0 – 2 years’ experience as a claim adjuster, loss control specialist or experience in client services.


  • Paid Time Off
  • Tuition Reimbursement after 1 year of employment
  • Fitness Reimbursement
  • Generous Parental Leave for all
  • New Parent Benefits
  • 401k Profit Sharing
  • Flexible/remote work arrangements

If you’re ready for a new and exciting opportunity to work for an amazing company and you think you have what it takes to be a Client Service Specialist for Creative Risk Solutions, apply today!


Pre-Offer Background Check Required

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