Sr. Client Service Specialist- Founder Shield
Founder Shield
This job is no longer accepting applications
See open jobs at Founder Shield.See open jobs similar to "Sr. Client Service Specialist- Founder Shield" Interplay.The Senior Client Service Specialist will manage small business renewal accounts from start to finish. The role requires logging client data, evaluating insurance needs, and helping create effective risk management solutions designed to meet clients' financial goals. This includes the broking/quoting for renewals, prioritizing client retention and communication, as well as the operational tasks required to complete binding and policy management. The Sr. CSS on the BSB (Baldwin Small Business) team will be responsible for all marketing, client communication, binding coverage, endorsements, and policy data logging for accounts less than $3,000 in revenue. The goal is to satisfy the needs of these smaller clients and retain them year over year.
PRIMARY RESPONSIBILITIES:
- Exclusive Point of Contact for all client renewal processes
- Facilitating the policy marketing, quoting, and underwriting process on renewals
- Delivering accurate quotes that meet or exceed client requests
- Fostering relationships with various insurance carriers and acting as the liaison between current clients and carriers, as well as wholesalers
- Consulting clients on the right insurance coverage as they grow and scale their companies
- Providing exceptional customer service; this includes answering client inquiries and questions in a timely and efficient manner, handling policy changes/endorsements, issuing certificates of insurance
- Updating and improving upon internal information management systems
- Compiling and generating all relevant paperwork to bind client insurance policies
KNOWLEDGE, SKILLS & ABILITIES:
- Prior experience in insurance and loves customer service
- Exceptional verbal and written communication skills
- Strong organizational and task prioritization skills
- Proficient in learning new software and technologies, Salesforce experience preferred
- Self-motivated, analytical, ambitious with an entrepreneurial spirit
EDUCATION & EXPERIENCE:
- A Bachelor’s degree preferred
- At least 2 years’ relevant experience preferred
- Current P&C license or willingness and ability to obtain all required licenses within 6 months (at company’s expense)
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This job is no longer accepting applications
See open jobs at Founder Shield.See open jobs similar to "Sr. Client Service Specialist- Founder Shield" Interplay.