Sr. Client Service Consultant, PC

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Job Description

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• Take ownership and lead accounts by servicing the largest and most complex accounts;
  Client Service Specialist and Client Service Consultant support dependent upon account size.
• Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to:
  Market renewal policies and negotiate with insurance company underwriters;
  Reviews insurance in place and assesses future needs of client;
  Evaluates and recommends insurance options for clients;
  Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved.
• Investigates or identifies appropriate resources to resolve complex insurance issues ensuring client and sales team satisfaction.
• Maintains visibility with clients, fostering lasting relationships developed through professional and technical expertise, as well as understanding client’s business needs.
• Meet with team for pre-renewal meetings on assigned accounts and development of client opportunities.
• Market renewal policies and negotiate with insurance company underwriters.
• Prepares client renewal reviews and applications, orders renewals, as well as the completion of required documents.
• Manages various complex insurance plans such as loss sensitive risk funding plans, and associated loss development and loss forecasting.
• Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include exposure schedules, policy formats, policy endorsements, premiums, and invoicing.

• Take ownership and lead accounts by servicing the largest and most complex accounts;
  Client Service Specialist and Client Service Consultant support dependent upon account size.
• Demonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to:
  Market renewal policies and negotiate with insurance company underwriters;
  Reviews insurance in place and assesses future needs of client;
  Evaluates and recommends insurance options for clients;
  Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved.
• Investigates or identifies appropriate resources to resolve complex insurance issues ensuring client and sales team satisfaction.
• Maintains visibility with clients, fostering lasting relationships developed through professional and technical expertise, as well as understanding client’s business needs.
• Meet with team for pre-renewal meetings on assigned accounts and development of client opportunities.
• Market renewal policies and negotiate with insurance company underwriters.
• Prepares client renewal reviews and applications, orders renewals, as well as the completion of required documents.
• Manages various complex insurance plans such as loss sensitive risk funding plans, and associated loss development and loss forecasting.
• Accountable for account accuracy by ensuring that on-line customer information, as well as items received by carriers are accurate and current to include exposure schedules, policy formats, policy endorsements, premiums, and invoicing.

• Education:
  
  High school diploma; college degree preferred.
• Experience:
  
  Minimum 5+ years customer service, underwriting or risk management experience in the insurance industry.
• Licensing:
  Active state specific Property Casualty Insurance agent’s license required or the ability to acquire…