Sr. Client Service Specialist

4 weeks ago

Bethesda, United States AHT a Baldwin Risk Partner 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.POSITION SUMMARY:The Sr 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 premium allocations.Prepares and updates draft renewal proposals.Prepares documents for presenting risks to market.Prepares applications, summaries of insurance, and other coverage related documents.Assists client service teams in the preparation of presentation materials.Analyzes and summarizes complex data and compiles reports without supervision.Records data into appropriate insurance company and firm software programs.Processes complex audits and complete audit worksheets.Reviews contract requirements for complex cert requests.Reviews quotes in depth.Quotes flood and builder's risks policies as requested by an Account Manager.Handles processed based quoting for assigned book i.e. NFIP, bonds, small builder's riskHandles the renewing of bonds and flood policies.Identifies and follow up on binding subjectivities.Trains and mentors other Analysts.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): 2 years' experience in the insurance industry required; 3+ years' experience in the insurance industry preferredCertification(s): None required; None preferredLicense(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 preferredKNOWLEDGE, 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 cultureTECHNICAL, 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 necessaryOTHER REQUIREMENTS: NoneSPECIAL WORKING CONDITIONS: Fast paced multi-tasking environmentIMPORTANT 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.#LI-JK1Click here for some insight into our culture#J-18808-Ljbffr

by Jobble

  • Sr. Client Service Specialist

    5 days ago

    Bethesda, Maryland, United States AHT a Baldwin Risk Partner 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...

  • Sr. Client Service Specialist

    2 weeks ago

    Bethesda, United States Aht A Baldwin Risk Partner 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...

  • Sr. Client Relations Specialist, Private Risk

    3 weeks ago

    Bethesda, United States BRP Group, Inc. 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...

  • Specialist / Sr. Specialist, Clean Energy

    3 weeks ago

    Bethesda, United States DAI Full time

    Job TitleSpecialist /Sr. Specialist, Clean Energy Grade:P5/P6 Department:USG, Development Innovations Reports to:Senior Director, Water and Energy Date:May 2024 DAI is a global development company with corporate offices in the United States, the United Kingdom, EU, Nigeria, Colombia, Pakistan, and Palestine and project operations worldwide. We...

  • Specialist / Sr. Specialist, Clean Energy

    3 weeks ago

    Bethesda, United States DAI Full time

    Job TitleSpecialist /Sr. Specialist, Clean Energy Grade:P5/P6 Department:USG, Development Innovations Reports to:Senior Director, Water and Energy Date:May 2024 DAI is a global development company with corporate offices in the United States, the United Kingdom, EU, Nigeria, Colombia, Pakistan, and Palestine and project operations worldwide. We...

  • Sr Client Services Coordinator

    5 days ago

    Bethesda, Maryland, United States CBRE Full time

    Sr Client Services Coordinator - MarketingJob ID163090Posted18-Apr-2024Service lineAdvisory SegmentRole typeFull-timeAreas of InterestSales SupportLocation(s)Bethesda - Maryland - United States of America, Washington - District of Columbia - United States of America, Washington, D.C. - District of Columbia - United States of AmericaABOUT THE ROLE:As a Client...

  • Sr. Acquisition Specialist

    3 weeks ago

    Bethesda, United States ERIMAX Full time

    Job DescriptionJob DescriptionSr. Acquisition SpecialistBethesda, MD DescriptionAs a contracting professional, the Sr. Acquisition Specialist will be responsible for all contracting transactions from initiation to recommendation of award, to procurement of of items or services with specialized requirements and performance of contract...

  • Sr. Acquisition Specialist

    3 weeks ago

    Bethesda, United States ERIMAX Full time

    Job DescriptionJob DescriptionSr. Acquisition SpecialistBethesda, MD DescriptionAs a contracting professional, the Sr. Acquisition Specialist will be responsible for all contracting transactions from initiation to recommendation of award, to procurement of of items or services with specialized requirements and performance of contract...

  • Sr. Acquisition Specialist

    4 weeks ago

    Bethesda, United States ERIMAX Full time

    Job DescriptionJob DescriptionSr. Acquisition SpecialistBethesda, MD DescriptionAs a contracting professional, the Sr. Acquisition Specialist will be responsible for all contracting transactions from initiation to recommendation of award, to procurement of of items or services with specialized requirements and performance of contract...

  • Sr. Client Financial Analyst

    4 weeks ago

    Bethesda, United States Precision AQ Full time

    ***The Client Finance Analyst III role is a fully remote role.*** ***Unfortunately, we are not able to provide sponsorship assistance at this time or in the future.*** Sr. Client Finance Analyst Position Summary: The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities,...

  • Jr Advisor- Erisa Specialist

    2 weeks ago

    Bethesda, United States NFP Corp Full time

    **Who We Are** **Summary of Role**: - The Jr. Plan Advisor position is designed to provide the necessary skill set an employee would need to independently service a book of retirement plan clients in the future. The role consists of rotating through three primary specialist roles within the retirement plan division: Investment Analyst, Conversion Manager,...

  • Client Service Specialist, Hair Color Bar

    4 weeks ago

    Bethesda, United States Madison Reed Hair Color Bar Full time

    Job Description Job Description Client Service Specialist, Hair Color Bar As the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. This role is important to our clients' Hair Color Bar experience and helps navigate clients through their journey within Madison Reed by...

  • Client Service Specialist, Hair Color Bar

    3 weeks ago

    Bethesda, United States Madison Reed Hair Color Bar Full time

    Job Description Job Description Client Service Specialist, Hair Color Bar As the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. This role is important to our clients' Hair Color Bar experience and helps navigate clients through their journey within Madison Reed by...

  • Client Service Specialist, Hair Color Bar

    3 weeks ago

    Bethesda, United States Madison Reed Hair Color Bar Full time

    Client Service Specialist, Hair Color Bar As the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. This role is important to our clients' Hair Color Bar experience and helps navigate clients through their journey within Madison Reed by recognizing the unique and...

  • Client Service Specialist, Hair Color Bar

    5 days ago

    Bethesda, Maryland, United States Madison Reed Hair Color Bar Full time

    Client Service Specialist, Hair Color Bar As the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. This role is important to our clients' Hair Color Bar experience and helps navigate clients through their journey within Madison Reed by recognizing the unique and...

  • Client Service Specialist, Hair Color Bar

    4 weeks ago

    Bethesda, United States Madison Reed Hair Color Bar Full time

    Job DescriptionJob DescriptionClient Service Specialist, Hair Color BarAs the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. This role is important to our clients' Hair Color Bar experience and helps navigate clients through their journey within Madison Reed by...

  • Client Service Specialist, Hair Color Bar

    3 weeks ago

    Bethesda, United States Madison Reed Hair Color Bar Full time

    Job DescriptionJob DescriptionClient Service Specialist, Hair Color BarAs the Madison Reed Hair Color Bar Client Service Specialist, you will be actively participating in the client experience from arrival to departure. This role is important to our clients' Hair Color Bar experience and helps navigate clients through their journey within Madison Reed by...

  • Sr. Associate/Specialist, Subcontracts

    4 weeks ago

    Bethesda, United States DAI Full time

    Job Title/Grade: Sr. Associate/Specialist, Subcontracts (P3/P4) Department: USG Contracts and Grants Reports to:Associate Director, Subcontracts Location:Bethesda, Maryland Function of the Position: The Subcontracts Specialist provides subcontracts support for new business activities. Additionally, he/she is responsible for drafting and finalizing...

  • Sr. Associate/Specialist, Subcontracts

    3 weeks ago

    Bethesda, United States DAI Full time

    Job Title/Grade: Sr. Associate/Specialist, Subcontracts (P3/P4) Department: USG Contracts and Grants Reports to:Associate Director, Subcontracts Location:Bethesda, Maryland Function of the Position: The Subcontracts Specialist provides subcontracts support for new business activities. Additionally, he/she is responsible for drafting and finalizing...

  • Client Support Specialist

    1 month ago

    Bethesda, United States GetWellNetwork Full time

    Title: Client Support Specialist (Tier 1) Reporting to: Manager of Client Support Location: Remote, with preference in those in EST or CST time zones Opportunity: The Client Support Specialist is the first line of client telephone technical support, providing world class service to our client base. With a passion for helping people, the Client Support...