Client Service Specialist, Commercial Risk - Insurance Advisory Solutions

About the position

The 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.

Responsibilities

• Prepares documents for presenting risks to market.
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• Prepares and updates draft renewal proposals.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports with supervision.
• Records data into appropriate insurance company and firm software programs.
• Runs cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Processes Notices of Cancellations.
• Requests Loss Runs.
• Quotes flood and builder's risks policies as requested by an Account Manager.
• Handles the renewing of bonds and flood policies.
• 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.

Requirements

• 1 year of experience in the insurance industry preferred.
• 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.

Nice-to-haves

• Certification(s): None required; None preferred.
• 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.