Client Service Associate - Employee Benefits or Commercial Insurance (January 2027 Cohort)
Core
Entry-level training role preparing candidates for Commercial Property & Casualty or Employee Benefits client service positions through a structured development program.
Role type
Junior Client Service Associate (Insurance Brokerage)
Builds
Client service teams for Commercial Property & Casualty or Employee Benefits
Domain
Insurance Brokerage
Deliverable
client delivery
Required skills
Property & Casualty or Life & Health licensure, Microsoft Office (Excel, Word, PowerPoint, Outlook), data entry, document management, report distribution
Preferred skills
Associates or Bachelor's Degree
Responsibilities
Prepare, print, bind, and distribute client presentations; maintain client information in agency management systems; process insurance verification requests; assist in compiling documents for client renewals; cross-train in specialized functions
Seniority
Entry-level, training cohort