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Insurance Account Support Specialist

2 months ago


Philadelphia, Pennsylvania, United States Strategic Risk Solutions Full time
Job Overview

Strategic Risk Solutions Inc. (SRS), a leading independent insurance management firm, is expanding its team and seeking a motivated and detail-oriented Client Account Coordinator to join our Garnet Captive Services Division.

This in-office role demands an adaptable individual with a keen eye for detail. The ideal candidate will be a collaborative team member who is eager to assist with various tasks to effectively support client accounts.

Key Responsibilities
  • Conduct initial assessments and evaluations of submission materials (including preliminary underwriting)
  • Develop proposals and other sales-related documents for potential and existing Members
  • Organize and maintain electronic documentation
  • Oversee initial data entry and ongoing management for Salesforce
  • Handle daily insurance requests for current Members (e.g., endorsement requests, necessary filings, etc.)
  • Create monthly, quarterly, bi-annual, and annual reports for current Members (distribution reports, claims analyses, etc.)
  • Collaborate continuously with sales leads, finance, and marketing teams
  • Assist the sales team during client presentations and negotiations
  • Ensure compliance with carrier requirements and industry standards in all underwriting processes
  • Stay informed about relevant industry knowledge and standards
Required Qualifications
  • Bachelor's Degree in Business Management, Risk Management, or a related discipline; recent graduates are encouraged to apply
  • Strong organizational and prioritization abilities
  • Self-motivated with the capacity to take ownership and drive tasks to completion
  • A genuine interest in learning, contributing to a team, and enhancing business acumen
  • Excellent verbal, written, and proofreading capabilities
  • Proficient presentation skills, both in-person and online
  • Alignment with our Core Values
  • Flexibility to work from our headquarters
  • Proficiency in Microsoft PowerPoint, Excel, Outlook, and Word

About Strategic Risk Solutions
SRS is recognized as the largest independent insurance company manager globally. With over 25 years of expertise, SRS offers management and consulting services to a diverse array of insurance entities, from single parent captives to intricate commercial insurers and reinsurers. SRS operates across various regions, including the United States, Canada, Europe, and beyond.

Garnet Captive Services, LLC was established to provide casualty insurance solutions tailored for mid-sized employers. Partnering with a network of reputable insurance agents, Garnet Captive delivers comprehensive group captive solutions that encompass workers' compensation, commercial auto, and general liability. Since its inception, Garnet's group captive programs have successfully reduced premiums, stabilized costs, and enhanced control over employers' insurance programs.

Offering a competitive salary and a comprehensive benefits package, including life, medical, dental, 401k, and tuition reimbursement, SRS is committed to fostering an environment of genuine equity and inclusion, providing every employee with opportunities for rewarding growth and advancement.

EOE

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