Client Associate
Core
First point of contact for clients, providing day-to-day support, assisting with online service platforms, and preparing RFPs and client presentations.
Role type
Client Associate (Insurance)
Builds
Client service plans, RFPs, client presentations, and marketing campaign materials.
Domain
Insurance (Property & Casualty)
Deliverable
product features
Required skills
Microsoft Office (Excel, Word, Outlook, PowerPoint), data assimilation, project management, written and verbal communication, problem solving, attention to detail
Preferred skills
Property and Casualty Insurance License, 2 years relevant experience, self-starter attitude
Technologies
Microsoft Office Suite (via careerplan.io/jobs/8861209002-client-associate-at-edgewoodpartnersinsurancecenter)
Responsibilities
Respond to internal/external inquiries and resolve issues, determine services for renewals/onboarding, communicate assigned responsibilities and timelines, assimilate data from multiple departments, participate in external marketing campaigns, assist with day-to-day service needs
Seniority
Entry-level to Junior