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Client 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 dedicated Client Account Support Specialist to become part of our Garnet Captive Services Division.

This in-office role demands an adaptable individual with outstanding attention to detail. The perfect candidate will thrive in a collaborative environment and be eager to assist with various tasks to effectively support client accounts.

Key Responsibilities
  • Conduct initial assessments and analysis of submission data (including preliminary underwriting)
  • Develop proposals and other sales-related materials for both prospective and existing Members
  • Organize and maintain electronic documentation
  • Oversee initial data entry and ongoing tracking within Salesforce
  • Manage daily insurance requests for current Members (e.g., endorsement requests, necessary filings, etc.)
  • Prepare 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
  • Exceptional organizational and prioritization abilities
  • Self-motivated with the capacity to take ownership and see responsibilities through to completion
  • A genuine desire to learn, contribute to a team, and enhance business acumen
  • Strong verbal, written, and proofreading skills
  • Effective presentation skills, both in-person and virtually
  • 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 delivers management and consulting services to a diverse array of insurance entities, ranging from single parent captives to intricate commercial insurers and reinsurers. Our operations span across the United States, Canada, Europe, Barbados, Bermuda, Cayman Islands, Latin America, and South Africa.

Garnet Captive Services, LLC was established in 2002 with the mission of providing casualty insurance solutions tailored for mid-sized employers. Garnet Captive collaborates with a network of reputable insurance agents to offer comprehensive group captive solutions encompassing workers' compensation, commercial auto, and general liability. Since its inception, Garnet's group captive programs have successfully reduced premiums, stabilized costs, and provided employers with greater control over their insurance programs.

We offer 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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