Risk Transfer Specialist
Core
Guide clients through risk transfer processes in contracts with school districts and BOCES, ensuring certificates of insurance and service agreements contain accurate terms and conditions.
Role type
Risk Transfer Specialist
Builds
Risk transfer documentation and insurance coverage for school districts and BOCES
Domain
Insurance / Education Sector
Required skills
Contract review, Certificate of Insurance management, Risk transfer process guidance, Carrier/insured communication, Document maintenance, Seminar/webinar facilitation
Preferred skills
Insurance or risk management degree, Legal certification, NY State Licensed Insurance Broker, School district/BOCES operations knowledge, 5+ years risk management/insurance experience
Technologies
None stated
Responsibilities
Review client service contracts and certificates of insurance, Provide sample certificates for various agreements, Assist risk transfer process for facility users and contractors, Conduct risk transfer seminars and webinars, Maintain sample risk transfer documents, Promote additional risk management services
Seniority
Mid-level, individual contributor