Client Service Specialist, Surety - IAS, West
Core
Analyze client data, evaluate needs, and create effective risk management solutions including insurance and surety bonds.
Role type
Client Service Specialist (Insurance & Surety)
Builds
Insurance policies, surety bonds, risk management solutions, and coverage documentation.
Domain
Insurance brokerage and risk management
Required skills
Analytical skills, research, problem-solving, attention to detail, verbal and written communications, multi-tasking, Microsoft Office Suite
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