Client Service Specialist

Risk Strategies, a privately-held National Insurance Brokerage and Risk Management Firm with over 5,000 employees and 100 offices throughout the US and Canada, is seeking a collaborative and resilient Client Service Specialist to join our National Health Care Practice. The Client Service Specialist will serve as a trusted advisor to our clients by providing strategic and consultative guidance on identified collaborative initiatives, assessment of potential risk profiles and conducting policy audits, proposals and renewals. The ideal candidate will have demonstrated success in servicing key accounts while prioritizing and managing workflow to ensure efficient, timely and accurate delivery of key objectives.

Your Impact as an Client Service Specialist will include:

• Building and maintaining constructive and effective relationships with internal and external customers by meeting and exceeding expectations
• Fostering an environment of personal accountability by managing appropriate system records of service, marketing, and policy communications with clients and carriers in Applied Epic accordingly
• Nurturing professional relationships through the facilitation of personal client meetings and consistent client contact
• Participating in the retention of renewal business. Interacting with the Account Executive and Account Manager to prepare coverage specifications, applications, underwriting data and related information in the marketing of insurance products
• Creating client and prospect presentations in Microsoft Word and Excel
• Supporting the implementation of new clients and lines of coverage by setting up accounts, collecting needed documentation, and reviewing plan details with Client and Carrier
• Responsible for certificates of insurance, billing, endorsement requests, policy reviews and maintaining client exposure schedules

What will make you successful in this role?

• 3-5 years’ experience of Commercial Lines client management experience preferred but not mandatory
• Valid VA P&C brokers’ license
• College degree preferred
• Proficient in insurance agency management systems, Applied Epic and Indio preferred
• Possess excellent verbal and written communication skills
• Demonstrate proficiency in computer applications, esp. Microsoft Office Suite
• Flexible, and able to work effectively under pressure, handling multiple tasks with interruptions and changing priorities
• Exceptional organization and time-management skills

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