Client Success Specialist, Commercial Risk - IAS West
Core
Independently manage and coordinate commercial insurance policy renewal lifecycle processes, exposure data management, and compliance activities to ensure accurate, timely outcomes for clients.
Role type
Senior IC Client Success Specialist (Commercial Risk)
Builds
Policy renewals, compliance documentation, and client service experiences
Domain
Insurance brokerage / Commercial Risk Management
Required skills
Commercial insurance process knowledge, Policy renewal workflow execution, Exposure data management, Compliance activity coordination, Root cause analysis, Client communication, Agency Management Systems proficiency, Microsoft Excel (formulas, lookups, pivot tables), Independent judgment, Discretion
Preferred skills
Offshore team collaboration, Shared service center experience, Insurance licensing (Property & Casualty), Process improvement initiatives
Technologies
Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite, AI-enabled tools
Responsibilities
Manage core policy renewal lifecycle processes including renewals and exposure data management, Coordinate cross-functionally with CRMs, clients, and third-party partners, Oversee renewal deliverables and resolve complex service situations, Support compliance-related activities and recordkeeping, Prepare external communications such as renewal materials and coverage summaries, Participate in renewal calls and client meetings, Identify process inefficiencies and recommend improvements
Seniority
Mid-level, hands-on IC