5 Sr. Client Relations Specialist, Private Risk - AHT Insurance Jobs in Bethesda, MD
AHT Insurance is Hiring a Sr. Client Relations Specialist, Private Risk - AHT Insurance Near Bethesda, MD
Job Summary:
- The Sr. Client Relations Specialist serves as a resource to clients and personally provides prompt, efficient and high-quality service. The Sr. Client Relations Specialist works on a team to service a large book of Private Client accounts.
- Communicate with clients regarding their policy(ies), document the detailed records of the communication in the client management program, and provide resolution to the client’s concern.
- Document and process endorsements.
- Follow up with the necessary contacts on items needed in order for policies to be issued
- Prepare documents for presenting risks to market
- Maintain a concern for timeliness and completeness when interacting with clients, the firm, and insurance company partners to minimize potential for errors and omissions claims
- Record surplus lines taxes and payables
- Complete special projects as assigned
- Look for opportunities to improve the firm, business segment and processes
- Bring issues and discrepancies to appropriate leadership
- Current State Insurance 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.
- 1 year of Personal Insurance experience
- Intermediate knowledge of Microsoft Word and Excel.
- Ability to learn appropriate insurance company and firm software programs, including but not limited to Epic and PowerPoint.
- Capable of typing a minimum of 55 words per minute.
- Excellent written and verbal communication skills.
- Takes initiative to contribute as a proactive and determined professional.
- Uses accuracy and thoroughness while completing job responsibilities.
- Demonstrates the firm’s behavioral tenets, exuding behavior that is aligned with the corporate culture.
- This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
- BRP is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Job Summary
Full Time
Insurance
$101k-131k (estimate)
06/29/2024
08/18/2024
ahtins.com
LEESBURG, VA
100 - 200
1921
DAVID L SCHAEFER
$10M - $50M
Insurance
Related Companies
About AHT Insurance
AHT is an insurance brokerage and consulting firm offering property and casualty, employee benefits, retirement, private client, surety and international services for clients throughout the United States and 42 other countries. For the last century, AHT operated as an independent firm and, as of December 2020, has become a partner in the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur owned and inspired insurance distribution holding company delivering solutions that give clients the peace... of mind to pursue their purpose, passion and dreams. Culturally aligned with AHT and maintaining an unwavering client focus, our partnership enables AHT to deliver comprehensive insight beyond insurance. Supporting numerous industries and boasting national recognition in the technology, manufacturing, government contracting and nonprofit practice areas, AHT offers clients highly customized solutions to identify and help mitigate risks they may face. At AHT, we are: Client driven innovators believing there is no off-the-shelf solution that will fit every organization or persons unique needs and take pride in the level of knowledge our professionals have within their areas of expertise. More than a broker serving as strategic, results-oriented partners with you, your other key business partners and professionals throughout the industry. Relationship builders having cultivated strong relationships with insurers and gaining the attention of senior management at every major insurer that focuses on our areas of specialization. Service leaders taking pride in the white-glove, personal service our teams provide the same service everyone receives regardless if they are a large corporation, small business or individual. Industry leaders receiving more than 80 industry recognitions for our collaborative approach, smart solutions and highly experienced professionals.
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