Licensed Client Support Specialist – Personal Lines

Posted 1hrs ago

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Job Description

Client Relations Analyst assisting advisors in analyzing client data and creating risk management solutions. In fast-paced insurance firm, handling documentation and client service tasks.

Responsibilities:

  • Prepares documents for presenting risks to market • Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents • Assists client service teams in the preparation of presentation materials • Analyzes and summarizes complex data and compiles reports under supervision • Records data into the appropriate insurance company and firm software programs • Runs monthly cancellation and expiration reports • Processes and completes endorsements and audits • Completes special projects as assigned • Looks for opportunities to improve the firm, business segment and processes

Requirements:

  • One to two years’ experience in the insurance industry • Current 20-44 or 2-20 license is required • Basic understanding of insurance coverages, preferred • Moderate to advanced knowledge of Microsoft Office Suite and the ability to learn other appropriate insurance company and firm software systems

Benefits:

  • Fast paced, multi-tasking environment • Must be able to travel to Destin, FL for training • Florida insurance experience