Insurance Client Service Specialist

A company is looking for a Client Service Specialist in Insurance Advisory Solutions. Key Responsibilities Prepares documents for presenting risks to market and updates draft renewal proposals Analyzes and summarizes complex data, compiles reports, and records data into appropriate software programs Handles endorsements, audits, and processes Notices of Cancellations while assisting client service teams Required Qualifications, Training, and Education 1 year of experience in the insurance industry required; 2+ years preferred Must maintain all licenses required by the State Department of Insurance or be willing to obtain them within 90 days Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn other software systems used by the firm as necessary Demonstrates alignment with the organization's core values and culture

Mar 24, 2025 - 14:57

A company is looking for a Client Service Specialist in Insurance Advisory Solutions. Key Responsibilities Prepares documents for presenting risks to market and updates draft renewal proposals Analyzes and summarizes complex data, compiles reports, and records data into appropriate software programs Handles endorsements, audits, and processes Notices of Cancellations while assisting client service teams Required Qualifications, Training, and Education 1 year of experience in the insurance industry required; 2+ years preferred Must maintain all licenses required by the State Department of Insurance or be willing to obtain them within 90 days Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Ability to learn other software systems used by the firm as necessary Demonstrates alignment with the organization's core values and culture