Senior Client Service Specialist, Commerical

About the Role

The Senior Client Service Specialist, Commercial Risk 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 premium allocations.
• Prepares and updates draft renewal proposals.
• Prepares documents for presenting risks to market.
• Prepares applications, summaries of insurance, and other coverage-related documents.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports without supervision.
• Records data into appropriate insurance company and firm software programs.
• Processes complex audits and completes audit worksheets.
• Reviews contract requirements for complex certificate requests.
• Reviews quotes in depth.
• Quotes flood and builder’s risk policies as requested by an Account Manager.
• Handles process-based quoting for assigned book (e.g., NFIP, bonds, small builder’s risk).
• Handles the renewing of bonds and flood policies.
• Identifies and follows up on binding subjectivities.
• Trains and mentors other Analysts.
• 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

• 2 years’ experience in the insurance industry required; 3+ years’ experience 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.

Skills

• Strong analytical, research, and problem-solving skills.
• High attention to detail.
• Strong verbal and written communication skills.
• Ability to multi-task and work effectively in a fast-paced team environment.
• Demonstrates the organization’s core values, exuding behavior aligned with the firm’s culture.
• Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Ability to learn other appropriate programs or software systems used by the firm as necessary.

Special Working Conditions

Fast-paced, multi-tasking environment.