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Insurance Specialist, Private Risk - RogersGray
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Full-time
- Position Summary:The Client Services Specialist, Private Risk serves as a technical resource to colleagues and personally provides prompt, efficient, and high-quality service assisting client facing colleagues with behind the scenes objectives.
- Principal Responsibilities:Enters client information, including detailed records of policy and client communication, into client management programs.
- Maintains a concern for timeliness and completeness when interacting with the firm and insurance company partners to minimize potential for errors and omissions claims.
- Education, Experience, Skills and Abilities Requirements:Current License, as required by the State Department of Insurance to provide client services as necessary in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment.
- Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.
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