Client Specialist Business Insurance
Overview
Lead servicing and retention of existing business insurance book including marketing and renewal accounts. Process policies issue certificates prepare proposals and manage daily tasks as directed.
What You'll Do9
- 1Service and retain existing book of business marketing and renewal accounts
- 2Review and process policies
- 3Issue certificates of insurance after contract review
- 4Obtain online quotes using carrier websites
- 5Create proposals and prepare policies
- 6Perform day-to-day administrative tasks
- 7Maintain strong communication with clients
- 8Drive account growth through competitive renewal pricing
- 9Collaborate with department manager on strategic initiatives
Requirements7
- 1High school diploma or equivalent
- 2Minimum 2 years commercial insurance industry knowledge
- 3Extensive knowledge of insurance markets and underwriting guidelines
- 4Excellent communication and organization skills
- 5Proven problem-solving abilities
- 6Self-starter with good time management
- 7Ability to meet deadlines and manage multiple priorities
Salary Insight
Salary not disclosed in listing
Location
Required Skills
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