Client Service Associate, Business Insurance

About the role

The industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Service Associate within our Business Insurance team.

Responsibilities

• Support the Account Management and Sales teams, ensuring the clients' needs and expectations are met.
• Coordinate and complete the marketing process for new and renewal group business by compiling data, soliciting quotes, monitoring bid requests, corresponding with vendors, and preparing complex cost sheets according to the marketing process and workflow guidelines outlined in the Resource Guide.
• Support the process for issuing and managing certificates of insurance, preparing client communication materials used in strategic planning, renewal, and/or quarterly reviews, finalist presentations, and any other client-facing interactions during the year.

Requirements

• At least two years of Property & Casualty Insurance experience, preferably within a brokerage environment.
• Very effective oral and written communication skills as well as client relationship building skills.
• High level of proficiency with Microsoft Office products, including Word, Excel, and PowerPoint.
• Exceptional time management and organization skills.

Qualifications

• Active insurance license or willingness to obtain it within 3 months of employment.

Skills

• A college degree in Risk Management, Business, or another related program is a plus, but not required to apply.
• Experience with Applied Epic is a plus, but not required to apply.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid work.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis.

Schedule

This position may be eligible for performance-based incentives.