Commercial Insurance Client Success Specialist

Rhodes Risk Advisors; Atlanta (GA); On-site; USD 45,000 - 65,000; Full time

Job summary

Rhodes Risk Advisors is a property and casualty brokerage based in Atlanta, Georgia. We focus on delivering client centric services, implementing insurance programs tailored to fit our clients' needs, and reducing their total cost of risk.

Our goal is to use innovative solutions to help lower risk and improve bottom-line revenue. The Client Support Specialist will service both new and existing accounts, analyze risk and coverage needs, and coordinate with carriers to resolve issues.

Qualifications

• Commercial lines experience with a P&C license preferred.
• Must have excellent computer skills and AMS 360 knowledge preferred.
• Knowledge of Microsoft Office products including Word, Excel, and Outlook.
• Strong communication skills and the ability to communicate effectively with prospective and existing clients, as well as other team members.
• Ability to understand policy forms and coverage descriptions required.
• Organizational skills required.
• High attention to detail essential.
• A high school diploma required; college degree preferred.

Responsibilities

• Day-to-day servicing of clients including routine coverage questions, endorsement processing, certificate issuance, policy checking and invoicing, as well as marketing renewal programs.
• Analysis of asset portfolios, insurance coverages, and risk management programs for current and future clients.
• Assists clients & team members on routine, sensitive, and urgent topics to provide advisory services in an efficient time framework.
• Maintains client and policy information in the agency management system including policies and endorsements. Organizes workflow to ensure quick, efficient processing of correspondence, issuing certificates, and other activities related to a client’s account
• Initiate renewal reviews and re-marketing as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client
• Proposal of insurance solutions to clients as a function of the marketing process.
• Acts as liaison between clients and insurance carriers to resolve service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues

Skills

Commercial lines experience

P&C license

Strong communication

Policy forms knowledge

Organizational skills

Attention to detail

High school diploma

Education

High School Diploma

College degree preferred

Tools

AMS 360

Microsoft Office

Job description

Rhodes Risk Advisors is a property and casualty brokerage based in Atlanta, Georgia. We focus on delivering client centric services, implementing insurance programs tailored to fit our clients' needs, and reducing their total cost of risk.

Our goal is to use innovative solutions to help lower risk and improve bottom-line revenue. The Client Support Specialist will service both new and existing accounts, analyze risk and coverage needs, and coordinate with carriers to resolve issues.