Financial Advisor providing online consultations in finance and insurance, focusing on existing and warm leads. Using digital tools and modern approaches to assist clients in financial decisions.
About the role
- Corporate Insurance Specialist managing Geosyntec's commercial insurance program. Collaborating with legal and project teams to ensure appropriate coverage and risk management practices.
Responsibilities
- Work closely with Chief Legal Officer to track, manage and renew Geosyntec’s commercial insurance program
- Support the company’s leadership and project managers understand the insurance coverage maintained by the company and help in making decisions and recommendations on coverage updates
- Collaborate with Chief Legal Officer and company leadership to review exposures and insurance program, determine if carrier is the best fit for the client while considering coverage, protection, and cost
- Collaborate with insurance broker to market, quote, and prepare the proposal for the client from both a risk management and insurance prospective to decide upon the “best” way to manage the company’s risk
- Provide day-to-day service to the company’s practitioners, anticipate project insurance needs, and respond to issues/questions in a timely manner
- Communicate and collaborate with insurance brokers to address issues, respond to questions and ensure necessary insurance is in place
- Track and process premium payments, insurance audits and assessments
- Request and review for accuracy certificates of insurance
- Manage board material for captive insurance program, review monthly loss runs and support annual premium audits
- Maintain insurance records
- Keeps customers up to date on “pending changes” in the insurance world that may impact their insurance coverage
- Provide timely, professional, accurate communication to client, team, carrier representatives and Keep and maintain confidentiality of client records and communication
Requirements
- A bachelor’s degree in insurance, risk management, business administration, or related degree and/or 3 years commercial insurance experience as an insurer, broker and/or insured’s risk management department or seven (7) years of directly related experience or any equivalent combination of experience and training that provides the knowledge, skills and abilities to perform the responsibilities of the position
- Experience renewing commercial insurance program on behalf of a business is strongly preferred
- High degree of critical thinking; ability to solve problems when the answer is not readily apparent
- Demonstrated attention to detail, producing outcomes with minimal errors
- Ability to adapt well to change in direction and priority in a fast-paced environment
- Ability to demonstrate advanced level proficiency with a variety of technology including MS Office
- Able to function independently and as part of a team
- Ability to stay informed regarding industry information, new production information, coverages, and technology to continually improve knowledge and stay current
- Ability to read and analyze insurance documents, contracts, general business periodicals, professional journals, financial reports, legal documents, office procedures, and governmental regulations
- Ability to write correspondence, reports, procedure manuals and presentations conforming to prescribed style and format
- Ability to effectively present information and respond to questions from colleagues, groups of professionals, senior management, project teams, executives, clients and subcontractors
Benefits
- Competitive pay and benefits
- Well-being programs to support you and your family
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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