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Summary:
- The Sr. Client Service Specialist works closely with advisors, line of business specialists, and dedicated client servicing professionals.
- Analyzes client data, evaluates needs, and helps create effective risk management solutions to meet clients’ financial goals.
Responsibilities:
- Gathers information and risk management recommendations for renewals and delivers 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.
- Develops a deep understanding of assigned accounts and placement strategy.
- Cultivates strong relationships with Insurance Company Partners and understands carrier requirements and attributes.
Requirements:
- Exhibits excellent client service and problem-solving skills.
- Comfortable working 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.
- A Bachelor’s degree is preferred.
- At least 2 years of relevant experience.
- Current P&C license as required by the State Department of Insurance or willingness to obtain the required licenses.
- Demonstrates effective presentation skills through verbal and written communications.
- Aligns with the organization’s core values, exhibiting behavior that is aligned with corporate culture.
Benefits:
- Benefits offerings vary according to employment status.
