Client Service Representative
Business WireSalary not specified
Client Service Specialist, Commercial Risk, Insurance Advisory Solutions Mid-Atlantic at Foundation Risk Partners
Bethesda, Maryland, United States
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
InsuranceIndustries
Requirements
- 1 year of experience in the insurance industry (required); 2+ years preferred
- 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
- Strong analytical, research, and problem-solving skills
- High attention to detail
- Strong verbal and written communication skills
- Ability to multi-task and work effectively in a fast-paced team environment
- 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
- Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture
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
Skills
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the salary for this Client Service Specialist position?
This information is not specified in the job description.
Is this position remote or does it require office work?
This information is not specified in the job description.
What skills are required for this role?
Required skills include strong analytical, research and problem-solving skills, high attention to detail, strong verbal and written communications skills, ability to multi-task in a fast-paced team environment, and intermediate to advanced knowledge of Microsoft Office Suite.
What is the company culture like at Baldwin Risk Partners?
The role requires demonstrating the organization’s core values and exuding behavior aligned with the firm’s culture, while working effectively in a fast-paced team environment.
What experience is needed to apply for this position?
1 year of experience in the insurance industry is required, with 2+ years preferred, and candidates must maintain all required state insurance licenses or be willing to obtain them.
Foundation Risk Partners
Insurance brokerage and consulting services
About Foundation Risk Partners
Foundation Risk Partners operates as an insurance brokerage and consulting firm, focusing on providing tailored insurance solutions and expert advice to clients across the United States. The company grows by acquiring other firms and expanding its services organically, ensuring a diverse mix of industry knowledge and specialized services. Their approach combines expertise in various sectors with a commitment to cultural alignment and shared values. Unlike many competitors, Foundation Risk Partners emphasizes a collaborative relationship with clients, aiming to achieve exceptional outcomes and drive success for their partners.
Daytona Beach, FloridaHeadquarters
2017Year Founded
$2MTotal Funding
DEBTCompany Stage
Consulting, Financial ServicesIndustries
201-500Employees
Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
401(k) Company Match
Unlimited Paid Time Off
Paid Holidays
Paid Vacation
Risks
Over-reliance on AI could cause disruptions if technical issues arise.
Expansion into new regions may pose compliance and operational challenges.
Leadership changes might lead to strategic shifts affecting company stability.
Differentiation
Foundation Risk Partners leverages AI to enhance risk analysis accuracy and speed.
The company focuses on a strategic mix of industry expertise and cultural fit.
Foundation Risk Partners is rapidly expanding through acquisitions and organic growth.
Upsides
AI solutions have decreased cycle times by up to 90% for certain activities.
Prospect conversion rates have increased by up to 50% due to AI adoption.
Expansion into Baldwin, New York, offers new market opportunities.
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