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Sr. Client Service Specialist- Traditional- Founder Shield
3 months ago
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.
● 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
● 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
● Bachelor’s degree
● At least 3 years’ relevant experience preferred
● Current P&C license
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