Client Service Associate
Core
Trainee role in a foundational insurance brokerage program preparing for Commercial Property & Casualty or Employee Benefits client service.
Role type
Junior IC insurance client service associate (training)
Builds
Client presentations, reports, and insurance documentation for commercial and employee benefit clients
Domain
Insurance brokerage (Property & Casualty / Life & Health)
Deliverable
client delivery
Required skills
Property & Casualty or Life & Health licensure, Microsoft Office (Excel, Word, PowerPoint, Outlook), data entry, document management, administrative support
Preferred skills
Associates or Bachelor's Degree
Responsibilities
Develop understanding of servicing tools and processes, obtain insurance licensure, perform data entry in agency management systems, process insurance verification requests, assist in compiling documents for renewals, cross-train in specialized functions
Seniority
Entry-level, training program