Client Support Specialist - Commercial Lines (P&C)s

PEAK6

  • USA
  • Permanent
  • Full-time
  • 1 day ago
WHO WE AREWe are PEAK6, a leading investment firm, using technology to find a better way of doing things. The company’s first tech-based solution was developed in 1997 to optimize options trading, and over the past two decades, the same formula has been used across a range of industries, asset classes, and business stages to consistently deliver superior results. Today, PEAK6 seeks transformational opportunities to provide capital and strategic support to entrepreneurs and forward-thinking businesses. PEAK6’s core brands include PEAK6 Capital Management, PEAK6 Strategic Capital, Apex Fintech Solutions, FOCUS, We Insure, Evil Geniuses, Poker Power, Zogo, and Bruce Markets.ABOUT THIS ROLESummary: Develop, support and maintain relationships with Insureds and Agents to provide concierge service. Answers and responds to incoming calls from policyholders and agents inquiring about small to mid-size commercial policy coverage accounts on behalf of our client, the carrier. This role is offered through FOCUS, a subsidiary of PEAK6, and it is part of our broader family of companies.Essential Duties and Responsibilities include the following. Other duties may be assigned.
  • Set up accounts in Ezlynx and process FNOS and FNOS Renewal tasks.
  • Assist with indexing emails, including creating tasks from incoming requests and ensuring timely follow - up.
  • Review policies to see if active or cancelled prior to proactive renewal call. Process cancellations, billing inquiry, audit follow up and other insurance related processing.
  • Receives incoming phone calls regarding a policy document request, billing inquiry or renewal review.
  • Take ownership. Maintain adequate suspense on outstanding items and follow up in a timely manner until its conclusion.
  • Participate in training, with an expected duration of 2 - 3 weeks.
  • Strong background in P&C is preferred.
Competency: To perform the job successfully, an individual should demonstrate the following competencies:Accountability - Demonstrates a sense of ownership and responsibility in successfully delivering results.Ethics - Treats people with respect; Keeps commitments; inspires the trust of others; Works with integrity and ethically; Upholds organization’s core values.Interpersonal - Creates effective working relationships across multiple levels and multiple functions within both client and Company organizations.Motivation - Demonstrates persistence and overcomes obstacles.Oral Communication - Speaks clearly and persuasively in positive or negative situations; demonstrates consultative telephone sales skills; listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.OUR REWARDSWe offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. As a hybrid workforce, we offer our employees the ability to work remotely up to two days a week.PEAK6 is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.PEAK6 is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please contact our HR department at hrpeak6@peak6.com. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.#PEAK6

PEAK6