Client Service Associate (January 2027) - Commercial Insurance
Core
Trainee role in a foundational program preparing for a Commercial Property & Casualty client service position.
Role type
Junior IC client service associate (training)
Builds
Client presentations, reports, and policy documentation for commercial insurance clients
Domain
Insurance brokerage (Commercial Property & Casualty)
Required skills
Property & Casualty licensure, Microsoft Office (Excel, Word, PowerPoint, Outlook), data entry, document management, administrative support
Preferred skills
Associates or Bachelor's Degree, ability to organize and prioritize, team collaboration
Technologies
Agency management systems, Microsoft Office suite
Responsibilities
Prepare and distribute client presentations and reports, process insurance verification requests, maintain client information in agency systems, assist in policy renewals and submissions, perform data entry and document management
Seniority
Entry-level, training program