Client Specialist - Business Insurance
Core
Service and retain an existing book of business for business insurance clients, including marketing, placement, and policy processing.
Role type
Client Specialist (Business Insurance)
Builds
Insurance policies, certificates of insurance, and proposals for commercial clients.
Domain
Insurance / Commercial Risk
Required skills
Commercial insurance industry knowledge, insurance markets and conditions, binding authority, underwriting guidelines, policy review and processing, contract review, online quoting, proposal creation
Preferred skills
Property & Casualty License, College degree
Technologies
Insurance carrier websites
Responsibilities
Service and retain existing book of business, market and place new and renewal accounts, review and process policies, issue certificates of insurance, create proposals, prepare policies for delivery
Seniority
Mid-level, individual contributor