Client Service Manager overseeing 401(k) compliance and nurturing client relationships. Managing compliance testing and ensuring seamless service delivery with a focus on financial wellness.
About the role
- Client Service Associate supporting Account Management team within Business Insurance sector. Ensures client needs are met through effective communication and organizational skills in hybrid work environment.
Responsibilities
- Support the Account Management and Sales teams, ensuring clients' needs are met
- Coordinate and complete the marketing process for new and renewal group business
- Compile data, solicit quotes, monitor bid requests, and prepare complex cost sheets
- Support the process for issuing and managing certificates of insurance
- Prepare client communication materials for strategic planning, review presentations, and interactions
Requirements
- At least one year 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
- Active insurance license or willingness to obtain it within 3 months of employment
- Exposure to Sagita, ImageRight, Salesforce or Epic is a plus
Benefits
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Degree requirement
No Education Requirement
Location requirements
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