Duties and Responsibilities:
- Input and update Carrier Recommendations and client responses into iRex
- Manage emails to iRex and Safety
- Track upcoming Client Renewals
- Use CoreLogic/Prometrix platforms to run Replacement Cost Valuations, Location COPE, and Natural hazard exposure information
- Use D365 to pay incoming vendor invoices
- Use AMS / WorkSmart to bill clients (Additional services not covered; Kellie presentations, etc)
- Use WorkSmart to file all client communications into their profile, all incoming carrier reports or in-house loss control reports into their profile, in addition to any/all important information for the client into their profile
Requirements & Qualifications:
- High School Diploma, GED
- Knowledge of construction types is a plus
- Proficient in Microsoft Office Suite and general computer skills
- Ability to work with minimal direct supervision
- Ability to multi-task and prioritize
- Be well organized
- Good project management skills
At Risk Strategies Company, base pay is one part of our total compensation package, which also includes a comprehensive suite of benefits, including medical, dental, vision, disability, and life insurance, retirement savings, and paid time off and paid holidays for eligible employees. The total compensation for a position may also include other elements dependent on the position offered. The expected base pay range for this position is between $20.50 - $28.85 per hour. The actual base pay offered may vary depending on multiple individualized factors, including geographical location, education, job-related knowledge, skills, and experience.
Risk Strategies is the 9th largest privately held US brokerage firm offering comprehensive risk management advice, insurance and reinsurance placement for property & casualty, employee benefits, private client services, as well as consulting services and financial & wealth solutions. With more than 30 specialty practices, Risk Strategies serves commercial companies, nonprofits, public entities, and individuals, and has access to all major insurance markets. Risk Strategies has over 100 offices and nearly 5,000 employees across the US and Canada.
Our industry recognition includes being named a Best Places to Work in Insurance for the past five years (2018-2022) and on the Inc. 5000 list as one of America’s Fastest Growing Private Companies. We are committed to being good stewards for our company, culture, and communities by having a strong focus on Environmental, Social, and Governance issues.
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.
