Client Service Specialist, Commercial Risk - Founder Shield
Core
Analyze client data and prepare risk management solutions, insurance documents, and reports to meet clients' financial goals.
Role type
Client Service Specialist (Commercial Risk)
Builds
Insurance policies, risk management solutions, and client presentation materials
Domain
Insurance / Commercial Risk
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Analytical skills, research, problem-solving, data analysis, document preparation, report compilation, data entry, policy processing, quote generation, bond and flood policy management
Preferred skills
Multi-tasking, fast-paced environment adaptation, process improvement
Technologies
Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), firm-specific insurance software
Responsibilities
Prepare documents for presenting risks to market, analyze and summarize complex data, process endorsements and audits, handle renewals of bonds and flood policies, quote flood and builder's risks policies, run cancellation and expiration reports
Seniority
Entry-level to Junior