Client Success Specialist, Commercial Risk-Middle Market
Core
Independently manages and coordinates the commercial insurance policy renewal lifecycle, including exposure data management, compliance activities, and implementation to ensure accurate and timely outcomes for clients.
Role type
Client Success Specialist (Commercial Insurance)
Builds
Policy renewals, compliance documentation, and client service experiences
Domain
Insurance brokerage / Commercial Risk
Required skills
Commercial insurance process knowledge, Policy renewal workflow execution, Exposure data management, Compliance activity coordination, Root cause analysis, Client communication, Agency Management Systems proficiency, Microsoft Excel (formulas, lookups, pivot tables), Regulatory requirements knowledge, Quality control auditing
Preferred skills
Offshore team collaboration experience, Shared service center experience, Insurance licensing (Property & Casualty), Process improvement initiatives
Technologies
Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite, AI-enabled tools, Digital workflow platforms
Responsibilities
Manage core policy renewal lifecycle processes including renewals and exposure data management, Coordinate cross-functionally with CRMs, clients, and third-party partners, Support compliance-related activities and ensure accurate recordkeeping, Identify discrepancies and resolve issues or escalate appropriately, Prepare external communications such as renewal materials and coverage summaries, Partner with vendors to resolve escalated issues and implement process efficiencies, Participate in renewal calls and client meetings as a point of contact
Seniority
Mid-level, hands-on IC