Job Description

Job Title: Client Service Consultant

Agency/Platform: Exceptional Risk Advisors, an Acrisure Agency Partner

Reporting to: Brian Gutterman - Vice President of Underwriting

Location: Saddle Brook, NJ / Hybrid

About Exceptional Risk Advisors, an Acrisure Agency Partner:

Exceptional Risk Advisors is an experienced team of the country's foremost experts in insuring complex human capital risks for highly successful individuals. Our team of insurance professionals specializes in developing, underwriting, and processing insurance products for advisors with prosperous clients including Entertainers, Athletes, Corporate Executives, and Professionals.

The Saddle Brook, New Jersey based company partners with members of the London market, as well as other domestic carriers, establishing unprecedented capabilities with regards to writing high limit insurance policies. With coverage for exceptional risks, and benefit amounts above and beyond what traditional disability and life insurance companies can offer, Exceptional Risk Advisors caters to a sophisticated network of producers, agents, and brokers.

High end markets, such as entertainment and sports, have a large variety of risk management exposures that requires a special approach and expertise. Highly compensated corporate executives and professionals also find themselves under-insured. Exceptional Risk Advisors provides the solutions to appropriately cover those in need of excess and exceptional risk coverage.

Summary
The candidate will be reporting to Brian Gutterman - Vice President of Underwriting and working closely with the underwriting team to support management of the policy underwriting data and issuance of policies not auto-generated by Agency Management System.  The position will also manage workflow in the Agency Management System.

Essential Functions

• Obtaining underwriting requirements (applications, insurance exams, lab results, financial information) from writing agents and third-party vendors.
• Managing electronic documents
• Identification of outstanding requirements.
• Adding case data to internal system and maintaining accuracy and integrity of data.
• Verification that writing agents are licensed and appointed with us; requesting outstanding licensing materials as needed.
• Electronic filing of correspondence with writing agents, carriers in the London marketplace and third-party vendors.
• Generate custom insurance policies.
• Proofing documents for accuracy.
• Distribution of final policies and invoices for custom insurance policies.
• Follow-up with writing agents for premium and outstanding requirements.

Successful Candidate Requirements

• Articulate communicator, both written and verbal.
• Excellent time management skills and ability to prioritize.
• Ability to excel as part of a collaborative team environment.
• Must be proficient in Microsoft Office applications.
• Results oriented
• Well organized, efficient and detail oriented.
• Experience in an Insurance environment a plus.

Position Type/Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday, 9:00 a.m. to 5:30 p.m. 

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Travel
None.

Required Education and Experience

• Associates degree or equivalent work experience

Benefits & Perks:

• Competitive Compensation
• Industry Leading Healthcare
• Savings and Investments
• Charitable Giving Programs      
• Offering hybrid work option    
• Opportunities for Growth
• Parental Leave
• Generous time away