Client Service Associate - Surety Commercial Insurance
Core
Entry-level client service associate in a commercial insurance brokerage, focusing on administrative support, document management, and foundational training for a future dedicated commercial property & casualty service role.
Role type
Junior client service associate (insurance brokerage)
Builds
Client presentations, insurance certificates, policy documents, and agency management system data
Domain
Insurance brokerage (Commercial Property & Casualty)
Deliverable
client delivery
Required skills
Data entry, document management, policy processing, agency management system usage, Microsoft Office (Excel, Word, PowerPoint, Outlook), organization and prioritization
Preferred skills
Associate or bachelor's degree, Property & Casualty licensure
Responsibilities
Prepare, print, bind, and distribute client presentations; run and distribute reports; manage physical and electronic client documentation; process insurance verification requests; assist in compiling documents for client renewals; support policy and account activities
Seniority
Entry-level, training program participant