Client Specialist - Business Insurance
reputed company Agency (MMA) is an award-winning company reputed company for its inclusive workplace culture. As a Client Specialist on the Business Insurance team, you will be responsible for servicing and retaining an existing book of Financial Institutions’ business, including tasks such as supporting marketing and placement of accounts, processing policies, and issuing certificates.
Responsibilities
- Servicing and retaining an existing book of Financial Institutions’ business
- Supporting the marketing and placement of new and renewal accounts
- Review and processing of policies
- Issuing certificates
- Using insurance reputed company websites to obtain online quotes for clients
- Creating proposals
- Preparing policies for delivery
- Other day-to-day tasks as directed
Skills
- A high school diploma or equivalent is required
- Excellent communication skills to effectively service customers
- Be a self-starter; and problem solver with good time management skills and the ability to be organized and meet deadlines
- Knowledge of the commercial insurance industry, laws, products, coverage, and markets is essential
- College degree preferred
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
- Health and welfare benefits
- Tuition assistance
- 401K savings and other retirement programs
- Employee assistance programs
Company Overview