What are the responsibilities and job description for the Risk Management Specialist position at Shepherd Insurance?
Key Responsibilities
- Provide positive, prompt, and accurate service to clients.
- Coordinate with advisor to obtain policy information and maintain expiration control log.
- Assist in marketing new and renewal business by evaluating premiums, preparing proposals, and maintaining underwriting and marketing information.
- Accompany insurance advisor to client meetings when requested.
- Check new and renewal policies for accuracy in rating, coverage, and input transactions to generate billing invoices.
