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Sr. Client Service Specialist- Traditional- Founder Shield

Founder Shield

Founder Shield

Customer Service
United States · Remote
Posted on Wednesday, July 10, 2024
Founder Shield is a risk management partner for rapidly evolving, high-growth companies. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future.

The Senior Client Service Specialist will help manage renewal accounts within the Traditional/Movement Economy vertical. The role requires analyzing client data, evaluating needs, and helping create effective risk management solutions designed to meet clients' financial goals. This includes renewal broking/quoting/marketing, client retention and communication, as well as the operational tasks required to complete binding and policy management. The Sr. CSS will work closely with Client Managers, Team Leads, and other Sr. CSS teammates to collectively manage renewal accounts within the vertical. The goal is to grow, retain, and solidify the renewal revenue year over year.

PRIMARY RESPONSIBILITIES:

● Facilitating the policy marketing, quoting, and underwriting process on renewals

● Cultivating relationships with existing clients to build trust, loyalty, and consistency

● Delivering accurate quotes that meet or exceed client requests

● Developing relationships with various insurance carriers and wholesale partners

● Consulting clients on the right insurance coverage as they grow and scale their companies

● Providing exceptional customer service including answering client inquiries and questions

in a timely manner, handling policy changes, and issuing certificates of insurance

Properly documenting, inputting, and uploading policy information into our internal management system.

● Compiling and generating all relevant paperwork to bind client insurance policies

KNOWLEDGE, SKILLS & ABILITIES:

Experience in commercial casualty lines of business (General Liability, Auto Liability, Property, Workers Compensation)

● Experience in commercial management lines of business (Cyber, Errors & Omissions, Directors & Officers)

● Exceptional verbal and written communication skills

● Strong organizational and time management skills

EDUCATION & EXPERIENCE:

Bachelor’s degree

At least 3 years’ relevant experience preferred

Current P&C license

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