Client Service Specialist, Surety - IAS, West
Core
Analyze client data, evaluate needs, and create effective risk management solutions including insurance and bond coverage.
Role type
Client Service Specialist (Insurance Brokerage)
Builds
Insurance policies, risk management strategies, and coverage documents for commercial and private clients.
Domain
Insurance and Risk Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Analytical skills, research, problem-solving, attention to detail, verbal and written communications, multi-tasking, Microsoft Office Suite proficiency
Preferred skills
Advanced knowledge of Microsoft Office Suite, ability to learn new software systems
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Responsibilities
Prepare documents for presenting risks to market, prepare applications and insurance certificates, analyze and summarize complex data, process endorsements and audits, quote flood and builder's risks policies, handle renewing of bonds and flood policies
Seniority
Entry-level to Junior