Associate Client Executive
Core
Train new professionals in insurance sales and support senior staff in commercial property & casualty brokerage deal flow.
Role type
Associate Client Executive (training track)
Builds
Commercial Property & Casualty insurance solutions
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
sales skills, technical writing, verbal presentations, coverage analysis, policy review, client relationship management, Microsoft Office (Excel, Word, PowerPoint, Outlook), analytical skills
Preferred skills
ability to obtain insurance license within 50 days
Technologies
Microsoft Office
Responsibilities
complete adoption of sales and servicing tools, present professionally to clients, support solicitation and servicing of clients, assist with client preparation work, assist in coverage analysis and policy reviews, build and maintain relationships with clients and stakeholders
Seniority
Early career / New to insurance