Sr. Client Service Specialist-Founder Shield- Core
Sr. Client Service Specialist-Founder Shield- Core
Founder Shield
United States
See who Founder Shield has hired for this role
Senior Client Service Specialist will manage small business renewal accounts from start to finish. The role requires logging client data, evaluating insurance needs, and helping create effective risk management solutions designed to meet clients' financial goals. This includes the broking/quoting for renewals, prioritizing client retention and communication, as well as the operational tasks required to complete binding and policy management. The Sr. CSS on the BSB (Baldwin Small Business) team will be responsible for all marketing, client communication, binding coverage, endorsements, and policy data logging for accounts less than $3,000 in revenue. The goal is to satisfy the needs of these smaller clients and retain them year over year.
PRIMARY RESPONSIBILITIES:
- Exclusive Point of Contact for all client renewal processes
- Facilitating the policy marketing, quoting, and underwriting process on renewals
- Delivering accurate quotes that meet or exceed client requests
- Fostering relationships with various insurance carriers and acting as the liaison between current clients and carriers, as well as wholesalers
- Consulting clients on the right insurance coverage as they grow and scale their companies
- Providing exceptional customer service; this includes answering client inquiries and questions in a timely and efficient manner, handling policy changes/endorsements, issuing certificates of insurance
- Updating and improving upon internal information management systems
- Compiling and generating all relevant paperwork to bind client insurance policies
- Prior experience in insurance and loves customer service
- Exceptional verbal and written communication skills
- Strong organizational and task prioritization skills
- Proficient in learning new software and technologies, Salesforce experience preferred
- Self-motivated, analytical, ambitious with an entrepreneurial spirit
- A Bachelor’s degree preferred
- At least 2 years’ relevant experience preferred
- Current P&C license or willingness and ability to obtain all required licenses within 6 months (at company’s expense)
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!
-
Seniority level
Mid-Senior level -
Employment type
Full-time -
Job function
Other -
Industries
Insurance
Referrals increase your chances of interviewing at Founder Shield by 2x
See who you knowGet notified about new Senior Client Services Representative jobs in United States.
Sign in to create job alertSimilar jobs
People also viewed
-
Co-Founder
Synergism, Inc.
-
Co-Founder / Investor
Co-Founder / Investor
-
Co-Founder
Co-Founder
-
Co-Founder - Technical
Co-Founder - Technical
-
Co-founder & CTO - Medivox Health (FutureSight Venture)
Co-founder & CTO - Medivox Health (FutureSight Venture)
-
Technical Co-Founder
Technical Co-Founder
-
Co-Founder / Investor
Co-Founder / Investor
-
Co-Founder
CapTure RLP LLC
-
Founder
Loasa
-
Co-founder Nunnas
Co-founder Nunnas
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub