Insurance Risk Manager

1 day ago


Virginia Beach, Virginia, United States Risk Strategies Full time
Client Service Specialist

Risk Strategies, a leading national insurance brokerage and risk management firm, is seeking a skilled Client Service Specialist to join our National Health Care Practice. As a trusted advisor, you will provide strategic guidance to clients, assessing risk profiles and conducting policy audits, proposals, and renewals. Your expertise will be essential in servicing key accounts, prioritizing workflow, and delivering timely and accurate results.

Key Responsibilities:
  • Build and maintain strong relationships with internal and external customers by meeting and exceeding expectations.
  • Foster a culture of personal accountability by managing system records of service, marketing, and policy communications.
  • Nurture professional relationships through client meetings and consistent contact.
  • Participate in the retention of renewal business and collaborate with Account Executives and Account Managers.
  • Prepare coverage specifications, applications, and underwriting data for insurance products.
  • Create client and prospect presentations in Microsoft Word and Excel.
  • Support the implementation of new clients and lines of coverage by setting up accounts and reviewing plan details.
  • Maintain client exposure schedules and certificates of insurance.
Requirements:
  • 3-5 years of Commercial Lines client management experience preferred.
  • Valid VA P&C brokers' license.
  • College degree preferred.
  • Proficient in insurance agency management systems, Applied Epic, and Indio.
  • Excellent verbal and written communication skills.
  • Proficient in computer applications, especially Microsoft Office Suite.
  • Flexible and able to work effectively under pressure.

Risk Strategies is a dynamic and growing company, committed to being a good steward for our company, culture, and communities. We are an equal opportunity workplace and are committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page: www.risk-strategies.com/careers.



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