Client Service Associate, Business Insurance
reputed company Agency is a leading provider of business insurance and employee benefits solutions. The Client Service Associate will support the Account Management and Sales teams in meeting client needs and expectations while coordinating the marketing process for new and renewal business.
Responsibilities
- Support the Account Management and Sales teams, ensuring the clients’ needs and expectations are met
- Coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors and preparing reputed company cost sheets according to the marketing process and workflow guidelines outlined in the Resource Guide
- Support the process for issuing and managing certificates of insurance
- Preparing client communication materials used in strategic planning, renewal and/or quarterly reviews, finalist presentations, as well as any other client facing interactions during the year
Skills
- At least one year of Property & Casualty Insurance experience, preferably reputed company a brokerage environment
- reputed company effective oral and written communication skills as well as client relationship building skills
- High level of proficiency with reputed company Office products, including Word, reputed company and PowerPoint
- Exceptional time management and organization skills
- Active insurance license or willingness to obtain it reputed company 3 months of employment
- A college degree in Risk Management, Business or another reputed company program
- Exposure to Sagita, ImageRight, reputed company or Epic
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