Client Service Specialist, Commercial Risk - K&S Insurance

Navigating risk. Enhancing business. That's what our team of trusted advisors have been doing at K&S Insurance since 1978.

We advise, protect, and enhance businesses by offering the best insurance, bonds, benefits, and risk management solutions.

K&S offers a full range of products for companies large and small, established and emerging. Our vast expertise in our areas of specialty combined with our extensive access to major carriers across the globe results in a wealth of options for our clients.

We’re guided by the following principles which are our promises to you : - Building lasting relationships - Doing what’s right - Helping others win - Giving back generously - Always learning In addition to helping clients with their insurance, bonds and risk management needs, we also have an employee benefits department that provides group health and life products enhance your business.

POSITION SUMMARY :

The 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 documents for presenting risks to market.
• Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.
• Prepares and updates draft renewal proposals.
• Assists client service teams in the preparation of presentation materials.
• Analyzes and summarizes complex data and compiles reports with supervision.
• Records data into appropriate insurance company and firm software programs.
• Runs cancellation and expiration reports.
• Processes and completes endorsements and audits.
• Processes Notices of Cancellations.
• Requests Loss Runs.
• Quotes flood and builder's risks policies as requested by an Account Manager.
• Handles the renewing of bonds and flood policies.
• 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) : 1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred
• Certification(s) : None required; None preferred
• License(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 preferred

KNOWLEDGE, 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 culture

TECHNICAL, 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 necessary
OTHER REQUIREMENTS :
• None
• None

SPECIAL WORKING CONDITIONS :

Fast paced multi-tasking environment

IMPORTANT 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-JR1

Click for some insight into our culture!