Client Service Specialist-CRMG-AHT

3 weeks ago

Washington, United States Baldwin Risk Partners Full time
AHT Insurance is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. AHT has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. AHT Insurance, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management.

The Client Service Specialist, Commercial Risk 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.

POSITION SUMMARY:
  • The Client Service Specialist, Commercial Risk 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.

PRIMARY RESPONSIBILITIES:
  • Prepares documents for presenting risks to market.
  • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
  • Prepares and updates draft renewal proposals.
  • Assists client service teams in the preparation of presentation materials.
  • Analyzes and summarizes complex data and compiles reports with supervision.
  • Records data into appropriate insurance company and firm software programs.
  • Runs cancellation and expiration reports.
  • Processes and completes endorsements and audits.
  • Processes Notices of Cancellations.
  • Requests Loss Runs.
  • Quotes flood and builder's risks policies as requested by an Account Manager.
  • Handles the renewing of bonds and flood policies.
  • 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.

EDUCATION AND EXPERIENCE REQUIREMENTS:
  • Experience (years and type of experience): 1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred
  • Certification(s): None required; None preferred
  • License(s): 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; 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 preferred

KNOWLEDGE, SKILLS, AND ABILITIES 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.
  • Demonstrates the organization's core values, exuding behavior that is aligned with the firm's culture

TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED:
  • Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
  • Ability to learn any other appropriate program or software system used by the firm as necessary

OTHER REQUIREMENTS:
  • None

SPECIAL WORKING CONDITIONS:
  • Fast paced multi-tasking environment

IMPORTANT NOTICE:
  • This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.

EEOC (STATEMENT):
  • BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.

PRIMARY RESPONSIBILITIES & PERCENTAGE OF TIME PER PRIMARY RESPONSIBILITY:
  • Prepares documents for presenting risks to market.
  • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
  • Prepares and updates draft renewal proposals.
  • Assists client service teams in the preparation of presentation materials.
  • Analyzes and summarizes complex data and compiles reports with supervision.
  • Records data into appropriate insurance company and firm software programs.
  • Runs cancellation and expiration reports.
  • Processes and completes endorsements and audits.
  • Processes Notices of Cancellations.
  • Requests Loss Runs.
  • Quotes flood and builder's risks policies as requested by an Account Manager.
  • Handles the renewing of bonds and flood policies.
  • 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.

MANAGEMENT AND SUPERVISORY SCOPE:
  • Insert

FINANCIAL AND BUDGET ACCOUNTABILITY:
  • Yes/No

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