The Client Service Specialist, Personal 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. PRIMARY RESPONSIBILITIES: Enters client information, including detailed records of policy and client communication, into client management programs. Handles endorsement documenting and processing. Follows up on items needed for policies to be issued. Prepares documents for presenting risks to market. Maintains a concern for timeliness and completeness when interacting with clients, the firm and insurance company partners to minimize potential for errors and omissions claims. Records only surplus lines taxes and payables. 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. EDUCATION AND EXPERIENCE REQUIREMENTS: 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; 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 preferred KNOWLEDGE, SKILLS, AND ABILITIES REQUIRED: Some property & casualty insurance experience required. 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 organization’s core values, exuding behavior that is aligned with the firm’s culture TECHNICAL, COMPUTER, AND SYSTEM-SPECIFIC SKILLS REQUIRED: Intermediate 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, including but not limited to Sagitta, ImageRight, and PowerPoint. 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. EEOC (STATEMENT): 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. Click here for some insight into our culture! Tanner, Ballew & Maloof, Inc. is an Independent Commercial Insurance Agency in Atlanta, Georgia. Formed in 1993, TBM works primarily with Middle Market and Large Businesses that can benefit from a more focused risk management approach to insurance. Our Account Executives and Account Managers are hand-picked from our industry for their experience, knowledge of risk management, sense of urgency, and ability to identify, evaluate, structure, and manage a total risk management program. Our ability to view the total cost of risk, assist with risk management techniques other than insurance, and our ability to implement sophisticated programs, sets us apart.