Senior Client Service Specialist, Commercial Risk

Responsibilities

• 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
• 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 complete audit worksheets
• Reviews contract requirements for complex cert requests
• Reviews quotes in depth
• Quotes flood and builder's risks policies as requested by an Account Manager
• Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's risk
• Handles the renewing of bonds and flood policies
• Identifies and follow 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

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

• data analysis
• risk management solutions
• premium allocations
• draft renewal proposals
• insurance documentation
• complex audits
• quote analysis
• policy quoting
• binding subjectivities
• presentation materials preparation

• analytical skills
• problem-solving skills
• attention to detail
• verbal communication
• written communication
• multi-tasking
• teamwork
• mentoring
• leadership
• process improvement

• State Department of Insurance licenses