Customer Services Specialist II

  • Prepares documentation and submissions for market, including specifications, loss records and summary reports for Placement colleague to better serve clients.
  • Analyzes and collects quotes for Placement colleague, compares quotes for markets, reviews existing client insurance and risk programs and preparing proposal components to better serve clients.
  • Ensures timely and accurate processing of necessary documentation and follows up on outstanding documentation with the appropriate party to ensure the smooth continuation of the Placement process.
  • Monitors follow-up for changes from underwriters and the review of coverage specifications to be submitted to carriers/underwriters to ensure they are accurate.
  • Drives and maintains market contact at appropriate levels needed to execute assigned tasks effectively and assist the Placement colleague.
  • Manages a thorough technical understanding of the Placement business to better assist the Placement colleague.


Property and Casualty licenses required.

Broker Licenses Required - Any

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