Customer Services Specialist I

  • Works with Placement colleague to prepare documentation and submissions for market, including specifications, loss records and summary reports to better serve clients.
  • Assists with analyzing and collecting quotes for Placement colleague, comparing quotes for markets, reviewing existing client insurance and risk programs and preparing proposal components to better serve clients.
  • Processes necessary documentation and follows up on outstanding documentation with the appropriate party to ensure the smooth continuation of the Placement process.
  • Requests and oversees follow-up for changes from underwriters and reviews coverage specifications to be submitted to carriers/underwriters to ensure they are accurate.
  • Maintains market contact at appropriate levels needed to execute assigned tasks effectively and assist the Placement colleague.
  • Maintains a more detailed technical understanding of the Placement business to better assist the Placement colleague.


QualificationsProperty and Casualty licenses required.

Broker Licenses Required - Any


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