Senior Risk Portfolio Specialist

Job Title :

Senior Member Service Manager

A highly skilled Senior Member Service Manager is required to handle complex risk portfolios and provide personalized service to members. The ideal candidate will have a strong knowledge base, excellent communication skills, and the ability to work effectively in a remote environment.

Key Responsibilities :

Builds submissions and markets coverage for members leveraging multiple carrier platforms.

Leverages advanced knowledge of Insurance Services Organization coverage forms and Acord Insurance Forms.

Reviews risks and addresses with advanced multiple policy solutions.

Issuance of all insurance documentation meeting compliance and regulatory guidelines.

Provides virtual solutions to members using virtual presentations and document management systems.

Leverage Agency Insurance Knowledge to assist with Projects as needed.

Serves as a coach and resource to team members facilitating unit training needs.

Facilitates initial acquisition of Affluent members, non-members and business owners by gaining an understanding of their risk profiles.

Utilizes Expert knowledge of Agency Management Systems and multiple carrier Platforms to operate at an advanced level.

Utilizes Expert understanding of compliance and insurance standards to limit agency Errors & Omissions exposure.

Leverages expert knowledge on Carrier guidelines and process to partner and negotiate with underwriters.

Leverages expert understanding of calculating Insurance to Value (ITV) on a wide range of property types and structures.

Facilitates regularly scheduled account reviews to maintain a current understanding of members' and non-members' risk and provides consultative advice.

Maintains a book of business providing dedicated account service to a group of members and non-members with complex accounts and unique needs.

Necessary travel may apply for claims / CAT situations.

Researches and maintains a strong understanding of the competitive landscape and evolving regulatory environment.

Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled.