Sr. Client Service Specialist- Founder Shield

Posted:
9/20/2024, 4:01:28 AM

Experience Level(s):
Senior

Field(s):
Customer Success & Support

Workplace Type:
Remote

Founder Shield is a risk management partner for rapidly evolving, high-growth companies. Our mission to create the best possible experience for purchasing insurance and managing risk for your company. We’re a tech-enabled, boutique broker focused exclusively on insurance solutions for emerging industries and niche insurance products. Our team of experts provides continuous guidance and support to ensure you purchase coverage that makes sense for your business. We take a hands-on approach with our underwriter relationships, training them to understand our client’s culture, values, and organizational approach. Our suite of tools and emerging industry experience gives us the unique ability to set our clients up for the present and create a clear game plan for the future.

The Sr Client Service Specialist 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:
Responsible for gathering the information and risk management recommendations for renewals and for delivering renewals and/or binders as needed.
Manages all policy activity aspects of assigned accounts including endorsements and invoicing.
Presents new business and renewal risks to the insurance marketplace for quoting.
Maintains a concern for timeliness and completeness when interacting with clients, the organization, and Insurance Company Partners to minimize potential for errors and omissions claims.
Responsible for developing deep understanding of assigned accounts and placement strategy
Cultivates strong relationships with Insurance Company Partners and is responsible for knowing carrier requirements and attributes.

KNOWLEDGE, SKILLS & ABILITIES:
Exhibits excellent client service and problem-solving skills.
Can comfortably work in a team environment.
Possesses intermediate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software programs.

EDUCATION & EXPERIENCE:
A Bachelor’s degree is preferred.
At least 2 years’ relevant experience.
Current P&C license as required by the State Department of Insurance to effectively service clients or be willing and able to obtain all required licenses
Demonstrates effective presentation skills through verbal and written communications.
Demonstrates the organization’s core values, exuding behavior that is aligned with corporate culture.

#LI-DL

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 accommodation to applicants and colleagues who need them for medical or religious reasons.

Click here for some insight into our culture!