Vibrant-USA
Client Service Specialist, Commercial Risk - Burnham WGB
Vibrant-USA, Tustin, California, United States, 92681
Client Service Specialist, Commercial Risk - Burnham WGB
Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over 35 years, the innovative programs and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families.We are proud to have been named one of Orange County's "Best Places to Work" by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."
The Sr Claims Consultant is considered an expert in managing insurance claims on an individual and portfolio level for our clients. The Sr Claims Consultant must be able to work with minimal oversight, have technical knowledge and experience in insurance claims handling and risk mitigation techniques. The ability to develop relationships and effectively communicate with a diverse range of clients, carriers and colleagues is a key success factor in this role. Strategic vision coupled with tactical execution of risk mitigation plans that drive favorable client Cost of Risk results is also critical to the overall success of this position.PRIMARY RESPONSIBILITIES:
Prepares documents for presenting risks to market.Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.Prepares and updates draft renewal proposals.Assists client service teams in the preparation of presentation materials.Analyzes and summarizes complex data and compiles reports with supervision.Records data into appropriate insurance company and firm software programs.Runs cancellation and expiration reports.Processes and completes endorsements and audits.Processes Notices of Cancellations.Requests Loss Runs.Quotes flood and builder's risks policies as requested by an Account Manager.Handles the renewing of bonds and flood policies.Completes special projects as assigned.Looks for opportunities to improve the firm, business segment and processes.Brings issues and discrepancies to the attention of appropriate leadership.KNOWLEDGE, SKILLS & ABILITIES:
Strong analytical, research and problem-solving skills.High attention to detail.Strong verbal and written communications skills.Ability to multi-task and work effectively in a fast-paced team environment.Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Ability to learn any other appropriate program or software system used by the firm as necessary.Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.EDUCATION & EXPERIENCE:
1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred.Certification(s): None required; None preferred.License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.OTHER:
Fast paced multi-tasking environment.The starting pay is $21.56 - $32.06 hourly plus. Salary is negotiable upon time of offer.#LI-MD1#LI-hybridIND1
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Burnham WGB is a team of talented and dedicated risk consultants uniquely equipped to solve the biggest challenges facing your organization. Our expert advisors thoroughly assess your business and situation to develop creative, comprehensive, and cost-effective solutions that are uniquely yours. Over 35 years, the innovative programs and bottom-line results we’ve secured for our clients has earned us an unparalleled reputation for partner loyalty and longevity.We provide a complete range of commercial insurance products and services including loss control and claims consulting, risk management, and personal insurance to successful individuals and families.We are proud to have been named one of Orange County's "Best Places to Work" by the Orange County Business Journal. We are also annually recognized by Insurance Journal as one of the "Top 100 Independent Insurance Agencies."
The Sr Claims Consultant is considered an expert in managing insurance claims on an individual and portfolio level for our clients. The Sr Claims Consultant must be able to work with minimal oversight, have technical knowledge and experience in insurance claims handling and risk mitigation techniques. The ability to develop relationships and effectively communicate with a diverse range of clients, carriers and colleagues is a key success factor in this role. Strategic vision coupled with tactical execution of risk mitigation plans that drive favorable client Cost of Risk results is also critical to the overall success of this position.PRIMARY RESPONSIBILITIES:
Prepares documents for presenting risks to market.Prepares applications, summaries of insurance, insurance certificates, auto identification cards and other coverage related documents.Prepares and updates draft renewal proposals.Assists client service teams in the preparation of presentation materials.Analyzes and summarizes complex data and compiles reports with supervision.Records data into appropriate insurance company and firm software programs.Runs cancellation and expiration reports.Processes and completes endorsements and audits.Processes Notices of Cancellations.Requests Loss Runs.Quotes flood and builder's risks policies as requested by an Account Manager.Handles the renewing of bonds and flood policies.Completes special projects as assigned.Looks for opportunities to improve the firm, business segment and processes.Brings issues and discrepancies to the attention of appropriate leadership.KNOWLEDGE, SKILLS & ABILITIES:
Strong analytical, research and problem-solving skills.High attention to detail.Strong verbal and written communications skills.Ability to multi-task and work effectively in a fast-paced team environment.Intermediate to advanced knowledge of Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).Ability to learn any other appropriate program or software system used by the firm as necessary.Demonstrates the organization’s core values, exuding behavior that is aligned with the firm’s culture.EDUCATION & EXPERIENCE:
1 year of experience in the insurance industry required; 2+ years of experience in the insurance industry preferred.Certification(s): None required; None preferred.License(s): Maintains all licenses as required by the State Department of Insurance to provide service, consultation, and financial risk transfer solutions in states where the firm functions or be willing and able to obtain all required licenses within the first 90 days of employment required.OTHER:
Fast paced multi-tasking environment.The starting pay is $21.56 - $32.06 hourly plus. Salary is negotiable upon time of offer.#LI-MD1#LI-hybridIND1
#J-18808-Ljbffr