BKS Partners is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. BKS Partners has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. BKS Partners, a subsidiary of BRP Group, Inc. (NASDAQ: BRP), takes a holistic and tailored approach to insurance and risk management.
The Client Service Analyst, Commercial Risk works closely with Client Service Specialists and Client Managers to help deliver ad hoc and renewal outputs (Certificates of Insurance and Auto ID Cards) to our clients and certificate holders on a timely and accurate manner.
Position Summary:
The Client Service Analyst, Commercial Risk works closely with Client Service Specialists and Client Managers to help deliver ad hoc and renewal outputs (Certificates of Insurance and Auto ID Cards) to our clients and certificate holders on a timely and accurate manner.
Principal Responsibilities:

• Monitors the CRMG Certificate Inbox.
• Monitors the CRMG Renewal Outputs Inbox.
• Prepares and processes insurance certificates and auto identification cards.
• Prints and mails renewal insurance certificates and auto identification cards.
• Codes Unrouted mail and assigns accordingly.
• Records data in appropriate firm software programs.
• Completes special projects as assigned.
• Looks for opportunities to improve the firm, business segments and processes. Brings issues and discrepancies to the attention of appropriate leadership.

Education, Experience, Skills and Abilities Requirements:

• A current state P&C license, as required by the State Department of Insurance to service clients or be willing and able to obtain required licenses within the first 90 days of employment.
• A detail orientation and strong analytical, research and problem-solving skills.
• Strong verbal and written communications skills.
• Moderate to advanced knowledge of Microsoft Word, Excel, PowerPoint, and Outlook and the ability to learn any other appropriate insurance company and firm software systems.
• Able to prioritize multiple tasks.
• Must demonstrate core values, exuding behavior aligned with the firms' culture.

Special Working Conditions:
Fast paced, multi-tasking environment.
Important Notice:
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.
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