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Insurance Risk Specialist
hace 8 horas
Company Overview
Fulcro Talent Acquisition is a leader in connecting highly skilled professionals with top organizations. Our mission is to bridge the gap between exceptional talent and those who need it, fostering growth and success for both parties.
About the Role
We are seeking a Client Account Manager for our Commercial Risks Practice. In this role, you will provide technical support to producers, analyzing client needs, coverage forms, and quotations. You will also process renewals, including marketing for assigned business, order and issue binders, certificates, policies, endorsements, and other related items.
Responsibilities and Duties
- Provide technical support to producers in analyzing client needs, coverage forms, and quotations
- Process renewals, including marketing for assigned book of business
- Order and issue binders, certificates, policies, endorsements, and other related items
- Prepare specifications, summaries of insurance, schedules, proposals, and other presentations
- Participate in meetings with prospects and existing clients
- Provide prompt, accurate, and friendly customer service to clients
Qualifications and Requirements
- Bachelor's Degree in Business Administration (preferably)
- Property and Casualty Producer License (preferable)
- 5 years of experience
- Ability to communicate in English and Spanish (written and spoken)
- Proficient in Computer Skills, including Outlook, Word, and Excel
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