Sr. Client Service Specialist, Commercial Risk - Founder Shield
Location
United States
Posted
80 days ago
Salary
0
Seniority
Senior
No structured requirement data.
Job Description
Sr. Client Service Specialist, Commercial Risk - Founder Shield
Founder Shield
JOB DESCRIPTION SUMMARY: - The Sr Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients' financial goals. PRIMARY RESPONSIBILITIES: - Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed. - Manages all policy activity aspects of assigned accounts including endorsements and invoicing. - Presents new business and renewal risks to the insurance marketplace for quoting. - Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims. - Responsible for developing deep understanding of assigned accounts and placement strategy - Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes. KNOWLEDGE, SKILLS & ABILITIES: - Exhibits excellent client service and problem-solving skills. - Can comfortably work in a team environment. - Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs. EDUCATION & EXPERIENCE: - A Bachelor’s degree is preferred. - At least 2 years’ relevant experience. - Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses - Demonstrates effective presentation skills through verbal and written communications. - Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture. #LI-REMOTE #LI-JL1 IMPORTANT NOTICE: - This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodation to applicants and colleagues who need them for medical or religious reasons. Click here for some insight into our culture!
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POSITION SUMMARY: - The Sr Client Service Specialist, Commercial Risk works closely with advisors, line-of-business specialists, and dedicated client servicing professionals to analyze client data, evaluate needs, and help create effective risk management solutions designed to meet clients’ financial goals. PRIMARY RESPONSIBILITIES: - Prepares premium allocations. - Prepares and updates draft renewal proposals. - Prepares documents for presenting risks to market. - Prepares applications, summaries of insurance, and other coverage related documents. - Assists client service teams in the preparation of presentation materials. - Analyzes and summarizes complex data and compiles reports without supervision. - Records data into appropriate insurance company and firm software programs. - Processes complex audits and complete audit worksheets. - Reviews contract requirements for complex cert requests. - Reviews quotes in depth. - Quotes flood and builder's risks policies as requested by an Account Manager. - Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk - Handles the renewing of bonds and flood policies. - Identifies and follow up on binding subjectivities. - Trains and mentors other Analysts. - Completes special projects as assigned. - Looks for opportunities to improve the firm, business segment and processes. - Brings issues and discrepancies to the attention of appropriate leadership. EDUCATION AND EXPERIENCE REQUIREMENTS: - Experience (years and type of experience): 2 years’ experience in the insurance industry required; 3+ years’ experience in the insurance industry preferred - Certification(s): None required; None preferred - License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required; Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: - Strong analytical, research and problem-solving skills. - High attention to detail. - Strong verbal and written communications skills. - Ability to multi-task and work effectively in a fast-paced team environment. - Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: - Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) - Ability to learn any other appropriate program or software system used by the firm as necessary OTHER REQUIREMENTS: - None SPECIAL WORKING CONDITIONS: - Fast paced multi-tasking environment IMPORTANT NOTICE: - This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons. EEOC (STATEMENT): - BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct. #LI-JL1 #LI-REMOTE Click here for some insight into our culture!
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