Client Service Associate, Business Insurance
Core
Support Account Management and Sales teams in the Business Insurance Property & Casualty Group by coordinating marketing processes, compiling data, soliciting quotes, and managing client communications.
Role type
Client Service Associate (Business Insurance)
Builds
Marketing processes, cost sheets, certificates of insurance, and client communication materials
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Property & Casualty Insurance experience, oral and written communication, client relationship building, Microsoft Office proficiency, time management, organization
Preferred skills
College degree in Risk Management or Business, Applied Epic exposure
Technologies
Microsoft Office (Word, Excel, PowerPoint), Applied Epic
Responsibilities
Coordinate and complete marketing processes for new and renewal group business, compile data and solicit quotes, monitor bid requests, correspond with vendors, prepare complex cost sheets, issue and manage certificates of insurance, prepare client communication materials for strategic planning and reviews
Seniority
Entry-level to Junior