Current jobs related to Sr. Client Service Specialist- Founder Shield - Tampa - Baldwin Risk Partners

  • Sr. Client Service Specialist- Founder Shield

    2 weeks ago

    Tampa, United States Baldwin Risk Partners Full time

    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.PRIMARY RESPONSIBILITIES:Responsible for gathering the information and risk management...

  • Senior Client Service Specialist

    2 weeks ago

    Tampa, FL , USA, United States Baldwin Risk Partners Full time

    Job Description**About Us**Baldwin Risk Partners is a risk management partner for rapidly evolving, high-growth companies. Our mission is to create the best possible experience for purchasing insurance and managing risk for your company.**Job Summary**We are seeking a highly motivated and experienced Senior Client Service Specialist to join our team. The...

  • Client Relations Specialist

    4 weeks ago

    Tampa, Florida, United States Home Service Heroes Full time

    Home Service Heroes is seeking a dedicated full-time or part-time First Impression Specialist / Customer Service Representative to serve as the initial point of contact for our valued clients, ensuring an exceptional first impression. If you are passionate about service and want to be part of a respected and stable organization, this role may be for you....

  • Client Service Specialist

    1 month ago

    Tampa, United States Ameriprise Financial Full time

    Administrative duties performed may include: logging/distributing correspondence and check deposits, maintenance for office of supervisory jurisdiction and client files, office supply management (including maintenance of equipment), processing expens Client Service, Specialist, Service, Asset Manager, Financial Planning, Client, Retail

  • Client Services Specialist

    2 weeks ago

    Tampa, United States Fintech Full time

    Join Fintech in Tampa as a Client Services Specialist!The Client Services Specialist position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company's philosophy...

  • Client Services Specialist

    1 week ago

    Tampa, Florida, United States Fintech Full time

    {"title": "Client Services Specialist", "description": "Key ResponsibilitiesAs a Client Services Specialist at Fintech, you will play a critical role in ensuring the successful implementation of retailer and distributor relationships. Your primary focus will be on providing exceptional customer support, resolving issues, and maintaining a strong...

  • Global Mobility and Immigration, Sr. Specialist

    1 month ago

    Tampa, United States TSR Consulting Full time

    About TSR: TSR is a relationship-based, customer-focused IT and technical services staffing company. For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of companies both large and small with well refined candidate screening, timely...

  • Global Mobility and Immigration, Sr. Specialist

    1 month ago

    Tampa, United States TSR Consulting Full time

    About TSR: TSR is a relationship-based, customer-focused IT and technical services staffing company. For over 40 years TSR, Inc. and its wholly owned subsidiary, TSR Consulting Services, have prospered in the Information Technology staffing business, earning the respect of companies both large and small with well refined candidate screening, timely...

  • Client Services Specialist

    2 weeks ago

    Tampa, United States Fintech Full time

    Join Fintech in Tampa as a Client Services Specialist! The Client Services Specialist position ensures a successful implementation of retailer and distributor relationships. The position encompasses a unique combination of customer support, problem solving, financial operations support, technical assistance and other functions key to our Company's philosophy...

  • Sr. Provider Coding Compliance Education Specialist

    3 weeks ago

    Tampa, United States Tampa General Hospital Full time

    Job Summary Under the guidance of the Sr. Director of Corporate Compliance & Privacy (or designee), the Sr. Provider Coding Compliance Education Specialist ("Specialist") is an independent self-directed individual who is responsible for creating, updating, revising, and implementing the Coding and Compliance Education Program for the providers (Physician...

  • Domestic Services Coordinator

    3 weeks ago

    Tampa, Florida, United States SR COMPANIES LLC Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Housekeeper to join our team at SR COMPANIES LLC. As a Housekeeper, you will be responsible for maintaining the cleanliness and organization of our residential properties.Key ResponsibilitiesPerform daily cleaning tasks, including dusting, vacuuming, and sanitizing surfacesRestock supplies and...

  • Personal Insurance Client Service Specialist

    4 weeks ago

    Tampa, Florida, United States Professional Insurance Services Full time

    Become a Part of Our FamilyProfessional Insurance Services has proudly served as a prominent figure in the insurance sector for over twenty years. Nestled in a lively and dynamic environment, our agency boasts a committed team of experts specializing in both commercial and personal insurance. We take pride in our dedication to community involvement,...

  • Operational Support Specialist for Client Services

    4 weeks ago

    Tampa, Florida, United States Bank Of Tampa Full time

    Become an integral part of our team as an Operations SpecialistDeliver prompt and efficient quality support to clients and banking staffAssist in various operational tasks within our Enterprise Payments Operations divisionExperience a vibrant work atmosphere where you contribute significantly to providing outstanding solutions and client assistance. Join us...

  • Residential Cleaning Specialist

    4 weeks ago

    Tampa, Florida, United States SR COMPANIES LLC Full time

    Position OverviewThe Housekeeper role at SR COMPANIES LLC involves maintaining cleanliness and orderliness in residential settings. This position is essential for ensuring a welcoming and hygienic environment for residents.Key ResponsibilitiesPerform routine cleaning tasks including dusting, vacuuming, and mopping.Manage laundry services and ensure proper...

  • Client Solutions Specialist

    3 weeks ago

    Tampa, United States HMG Business Group Full time

    Our company works as the "middle man" for our clients - we connect them with their target audiences and generate revenue through reliable brand advertising and client-facing. Many years of success working with clients across the country have led us to work in partnership with the world's leading providers of technology and communications services. Through...

  • Client Services Specialist

    1 week ago

    Tampa, Florida, United States Fintech Full time

    {"title": "Client Services Specialist", "description": "Job SummaryFintech is seeking a highly skilled Client Services Specialist to join our team. As a key member of our customer support team, you will be responsible for ensuring a successful implementation of retailer and distributor relationships.Key Responsibilities:Manage customer relationships and...

  • Client Solutions Specialist

    3 weeks ago

    Tampa, United States HMG Business Group Full time $35,000 - $40,000

    Job DescriptionJob DescriptionOur company works as the “middle man” for our clients - we connect them with their target audiences and generate revenue through reliable brand advertising and client-facing. Many years of success working with clients across the country have led us to work in partnership with the world's leading providers of technology...

  • Client Solutions Specialist

    3 weeks ago

    Tampa, United States HMG Business Group Full time $35,000 - $40,000

    Job DescriptionJob DescriptionOur company works as the “middle man” for our clients - we connect them with their target audiences and generate revenue through reliable brand advertising and client-facing. Many years of success working with clients across the country have led us to work in partnership with the world's leading providers of technology...

  • Client Service Representative

    1 week ago

    Tampa, Florida, United States Ameriprise Financial Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Service Specialist to join our team at Ameriprise Financial. As a key member of our office team, you will be responsible for providing administrative support to our clients and staff.Key ResponsibilitiesManage office supplies and equipment, ensuring a smooth and efficient work...

  • Residential Cleaning Specialist

    3 weeks ago

    Tampa, Florida, United States SR COMPANIES LLC Full time

    Position OverviewThe role of a Housekeeper at SR COMPANIES LLC involves maintaining cleanliness and orderliness in residential or facility settings. This position is crucial for ensuring a welcoming and hygienic environment for all occupants.Key ResponsibilitiesPerform routine cleaning tasks including dusting, mopping, and sanitizing surfaces.Manage laundry...

Sr. Client Service Specialist- Founder Shield

4 months ago

Tampa, United States 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 processes
  • Facilitating the policy marketing, quoting, and underwriting process on renewals
  • Delivering accurate quotes that meet or exceed client requests
  • Developing relationships with various insurance carriers
  • Acting as the liaison between current clients and the Founder Shield team
  • Consulting clients on the right insurance coverage as they grow and scale their companies
  • Serving as a client advocate in driving Founder Shield products and services
  • Providing exceptional customer service; this includes answering client inquiries and questions in a timely 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:
  • An insurance broker's license is a plus
  • Interest in insurance and loves customer service
  • Exceptional verbal and written communication skills
  • Strong organizational and time management skills
  • 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)


Click here for some insight into our culture