Client Service Specialist, Private Risk - Insurance Advisory Solutions

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.

PRIMARY 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.

KNOWLEDGE, SKILLS & ABILITIES:

• 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.

• 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

• Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture

EDUCATION & EXPERIENCE:

• 1 year of experience in the insurance industry required; 2+ years of 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

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.

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