Client Service Consultant, PC

Essential Responsibilities

• Understand client operations and exposures to ensure appropriate coverage is in place or coverage options are provided.
• Consult with the team for pre-renewal meetings on qualifying accounts and development of client opportunities.
• Market renewal policies and negotiate with insurance company underwriters.
• Review quotes on accounts for accuracy and prepare proposal documents for client.
• Accomplish account and policy accuracy by ensuring all customer information as well as items received by carriers are accurate and current including coverage schedules, policies, endorsements, and audits.
• Prepare client renewal documents and save to agency management system. This could include PSR, schedules, applications, experience mod worksheet, loss runs and summary, schedules, and any other pertinent information.

Qualifications

• Education: High school diploma; college degree preferred.
• Experience: Minimum 2+ years customer service, underwriting, or risk management experience in the insurance industry.
• Licensing: Active state specific Property Casualty Insurance agent’s license required or the ability to acquire license within three months of hire.

Skills & Technical Competencies

• Invests in understanding and applying insurance principles to consult with clients and meet their strategic needs.
• Actively contributes to workflows, processes, and deliverables, using agency systems to provide a world-class client experience and ensure compliance.
• Able to understand clients, prioritize tasks, manage status, and deliver impactful solutions proactively.

About the Company

In addition to being great at what you do, we place a high emphasis on building a best-in-class culture. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.

Benefits

• Core benefits: Health, dental, and vision insurance.
• Additional benefits: Paid parental leave, supportive new parent benefits, company-paid continuing education and tuition reimbursement, 401k profit sharing, generous time off practices, paid volunteer time off, and employee matching gifts to charities.
• Employee perks: Uniquely United Committee, Employee Resource Groups, and development programs to advance the culture of belonging.
• Annual merit increase and promotion opportunities, discretionary bonus opportunity.

Equal Opportunity Employer

We are an Equal Opportunity Employer.