Sr. Client Service Specialist- Founder Shield

3 weeks ago

Norwich, United Kingdom Baldwin Risk Partners Full time
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 Sr Client Service Specialist 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.

The Senior Client Service Specialist will manage small business renewal accounts from start to finish, in addition to working closely with new business advisors. 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, client retention and communication, as well as the operational tasks required to complete binding and policy management. The Sr. CSS on the CSB (Cover Small Business) team will be responsible for all broking, AE, and ops tasks for accounts under $3k in revenue. The goal is to satisfy the needs of these smaller clients and retain them year over year.

PRIMARY RESPONSIBILITIES:

Exclusive POC for all client renewal processesFacilitating the policy marketing, quoting, and underwriting process on renewalsDelivering accurate quotes that meet or exceed client requestsDeveloping relationships with various insurance carriersActing as the liaison between current clients and the Founder Shield teamConsulting clients on the right insurance coverage as they grow and scale their companiesServing as a client advocate in driving Founder Shield products and servicesProviding exceptional customer service; this includes answering client inquiries and questions in a timely manner, handling policy changes/endorsements, issuing certificates of insuranceUpdating and improving upon internal information management systemsCompiling and generating all relevant paperwork to bind client insurance policies

KNOWLEDGE, SKILLS & ABILITIES:

An insurance broker’s license is a plusInterest in insurance and loves customer serviceExceptional verbal and written communication skillsStrong organizational and time management skillsSelf-motivated, analytical, ambitious with an entrepreneurial spirit

EDUCATION & EXPERIENCE:

A Bachelor’s degree preferredAt least 2 years’ relevant experience preferredCurrent P&C license or willingness and ability to obtain all required licenses within 6 months (at company’s expense)

Click for some insight into our culture

  • Salesforce Business Analyst- Founder Shield

    3 weeks ago

    Norwich, United Kingdom Baldwin Risk Partners Full time

    Technology Business Analyst (Salesforce):Are you passionate about high-growth startups? Are you process-oriented and data-driven? Do you have anentrepreneurial mindset? If so, we want you on our team. Founder Shield is seeking an analytical andgrowth-oriented Technology Business Analyst to monitor company technology systems, operations, and...

  • Trainee Client Services Administrator

    3 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. To support the Financial Planning Partners by providing back-office support where required, whilst working with the administration team. To learn all aspects of the administrative work involved in a busy financial services...

  • Trainee Client Services Administrator

    3 weeks ago

    Norwich, Norfolk, United Kingdom Service Service Employment Agency Limited Full time

    My client is a Norwich based Wealth Management company who provide investment and retirement advice to a High Net Worth client base. a boutique practice that believes in putting their strong client base at the forefront of all that they do. To support the Financial Planning Partners by providing back-office support where required, whilst working with the...

  • Client Support Analyst

    4 weeks ago

    Norwich, United Kingdom Specialist Financial Recruitment Limited Full time

    An opportunity has arisen for a Client Support Analyst to join a growing business on a mission to disrupt financial planning and wealth management technology and to become the leading FinTech provider within the industry, offering the best support. You will be joining the team and developing your career in service delivery, whilst having a direct impact on...

  • Route to Market Sr Analyst

    4 weeks ago

    Norwich, Norfolk, United Kingdom Mondelez International Full time

    Route to Market Sr Analyst page is loaded Route to Market Sr Analyst Apply locations Sales Office - Guadalajara 2 Oes, Mexico time type Full time posted on Posted 3 Days Ago job requisition id R-110114 Job Description Are You Ready to Make It Happen at Mondelēz International? Join our Mission to Lead the Future of Snacking. Make It With Pride. You...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals. You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...

  • Financial Planner Assistant

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Financial Planner Assistant to join their established Financial Planning team; this is an excellent opportunity to join a well-established team of wealth management and retirement provision, professionals.You will ideally have experience working in a Financial Planning environment previously e.g. Independent financial...

  • Paraplanner / Senior Paraplanner (DOE)

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...

  • Paraplanner / Senior Paraplanner (DOE)

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is a reputable and well established wealth management firm with offices east of Norwich.At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...

  • Client Service Executive

    7 days ago

    Norwich, United Kingdom NielsenIQ Full time

    The Client Service Executive will be responsible for a portfolio of accounts with overall responsibility for retail delivery across this portfolio. You will be responsible for achieving Monthly Service KPI’s, as well as ensuring key business metrics around timeliness, quality and coverage are maintained effectively through effective use of the Freshdesk...

  • Client Service Executive

    3 weeks ago

    Norwich, United Kingdom NielsenIQ Full time

    Job Description You will work as part of the Retail Services Team, providing a first class customer experience to our retailer base. Your time will be spent with your key customer contacts on a daily basis as well as interacting with key departments internally including Supplier Sales and the wider Business You will be expected to achieve a high level...

  • Paraplanner / Technical Planner

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals. My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...

  • Paraplanner / Technical Planner

    2 weeks ago

    Norwich, United Kingdom Service Service Full time

    My client is looking for an experienced Paraplanner to join their established Financial Planning team; this is an excellent opportunity to join a well established team of wealth management and retirement provision, professionals.My client is one of the county’s leading employers, with excellent opportunities for personal and financial development and a...

  • Specialist Midwife

    6 days ago

    Norwich, United Kingdom Norfolk and Suffolk NHS Foundation Trust Full time

    A fantastic opportunity has arisen for a Specialist Midwife to be involved in the continued development and delivery of a specialist birth trauma and perinatal loss service. The Lotus Maternal Therapeutic Outreach Service launched in June 2021 as a pilot site chosen to develop and trial a Maternal Mental Health Service (MMHS) as part of the NHS Long Term...

  • Senior Administrator

    3 weeks ago

    Norwich, United Kingdom Service Service Full time

    Our client is a niche manufacturer within the engineering sector and we are looking for an experienced/senior administrator to work within their close-knit team. The role will provide administration services across the whole of the business with a particular focus on security standards. The main responsibilities of the role…. * Managing inward and...

  • Accounts Assistant

    1 week ago

    Norwich, United Kingdom Service Service Full time

    Accounts/Outsourcing Assistant Location: Norwich, NR1 My wonderful client based in a prestigious location in the centre of Norwich are expanding and looking for an Accounts/Outsourcing Assistant to join the team. You will be supporting the Outsourcing Manager by performing various accounting tasks, ensuring accuracy, and contributing to the overall...

  • Accounts Assistant

    1 week ago

    Norwich, United Kingdom Service Service Full time

    Accounts/Outsourcing AssistantLocation: Norwich, NR1My wonderful client based in a prestigious location in the centre of Norwich are expanding and looking for an Accounts/Outsourcing Assistant to join the team. You will be supporting the Outsourcing Manager by performing various accounting tasks, ensuring accuracy, and contributing to the overall...

  • Accounts Assistant

    7 days ago

    Norwich, United Kingdom Service Service Full time

    Accounts/Outsourcing AssistantLocation: Norwich, NR1My wonderful client based in a prestigious location in the centre of Norwich are expanding and looking for an Accounts/Outsourcing Assistant to join the team. You will be supporting the Outsourcing Manager by performing various accounting tasks, ensuring accuracy, and contributing to the overall...

  • Senior Client Manager

    2 days ago

    Norwich, United Kingdom Public Practice Recruitment Ltd Full time

    Senior Client Manager Job Vacancy Calling all standout Senior Client Managers. This is an opportunity not to be missed. Join a highly regarded accountancy practice in Norwich with a reputable presence in the East of England and across the UK, with the opportunity to make the role your own by championing service excellence and driving business growth. Do you...

  • Paraplanner (Office,hybrid or Homebased)

    6 days ago

    Norwich, Norfolk, United Kingdom Service Service Full time

    My client is a reputable and well established wealth management firm with offices east of Norwich. At present my client is looking to add an experienced Paraplanner to complement their team of existing professionals, this role is to support one of my clients Directors as well as act as a mentor to other aspiring financial services professionals within the...