Sr. Client Service Specialist, Commercial Risk - IAS, Southwest

Primary Responsibilities

• Gathers information and risk management recommendations for renewals and delivers renewals and/or binders as needed.
• Manages all policy activity aspects of assigned accounts including endorsements and invoicing.
• Presents new business and renewal risks to the insurance marketplace for quoting.
• Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims.
• Develops a deep understanding of assigned accounts and placement strategy.
• Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.

Knowledge, Skills & Abilities

• Exhibits excellent client service and problem-solving skills.
• Can comfortably work in a team environment.
• Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

Education & Experience

• A Bachelor’s degree is preferred.
• At least 2 years’ relevant experience.
• Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses.
• Demonstrates effective presentation skills through verbal and written communications.
• Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.