Sr. Client Service Specialist- Founder Shield

3 weeks 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 Sr Client Service Specialist works closely with advisors to log client data accurately, bind policies, service clients, and help create effective risk management solutions designed to meet clients' goals. This position will have a path to a full fledged client servicing role on the renewal side after 9 months to a year.

    Job Description
  • PRIMARY RESPONSIBILITIES:
  • Manage the client onboarding to Founder Shield and binding process, including gathering the information, documents, and payment necessary for binding new business policies
  • Providing exceptional customer service; this includes answering client inquiries and questions in a timely manner
  • Manages all policy activity aspects of assigned accounts including endorsements and invoicing.
  • Updating and improving upon internal information management systems, including Salesforce
  • Presents endorsements to the insurance marketplace for quoting.
  • Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims.
  • Responsible for developing deep understanding of assigned accounts and placement strategy
  • Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes
  • KNOWLEDGE, SKILLS & ABILITIES:
  • Exhibits excellent client servicing and problem-solving skills.
  • Strong organizational and time management skills
  • Can comfortably work in a fast paced environment
  • Interest in insurance and operations
  • Exceptional verbal and written communication skills
  • Self-motivated, analytical, ambitious with an entrepreneurial spirit
  • Adept at learning new technologies
  • WHAT WE OFFER
  • Competitive compensation package, including health & benefits + Unlimited PTO
  • Unbeatable company culture
  • Amazing growth opportunities


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