Supports Financial Advisors in daily investment practice operations and client service. Responsible for paperwork, transactions, appointments, and communication with clients and financial companies.
About the role
- Client Service Advisor providing technical and service support to Account Managers for business insurance. Handling renewal processes and daily client service functions with a focus on exceptional service.
Responsibilities
- Prepare renewal reviews and premium/loss summaries in accordance with Best Practice timelines
- Process change requests; maintain schedules of insurance; and premium finance agreements
- Prepare renewal exposure review and update future applications for renewal preparation with information received from clients
- Prepare Certificate holder list for client review and prepare certificate templates
- Responsible for maintenance of Sagitta policy detail and system use in accordance with MMA-Florida Region Best Practices and Procedures
- Research and provide recommendations to client risk management/coverage issues and internal workflow processes
- Receive and process claim reports as backup to claims unit
- Gather and review loss data to prepare detailed premium and loss summaries
- Clearly explain results to client/Sales executive/marketing/carriers
- Manage timetable for renewal process to meet or exceed established MMA Florida Region procedures
- Quote and bind Special Event, Builders Risk and Flood policies
- Develop a comfort level with client facing account management
Requirements
- Current Florida 2-20 License, or willingness to obtain
- College degree desirable; or equivalent combination of education and experience
- Minimum of two years commercial insurance experience preferred
- Working knowledge of latest Microsoft word and excel (intermediate to advanced level)
- Ability to maintain and organize electronic files on the company document management system
- Working knowledge of Sagitta Agency Management System and ImageRight document management system, or willingness to learn
Benefits
- Generous time off, including personal and volunteering
- Health Insurance
- 401k
- Professional development opportunities
- Hybrid work
- Six week paid parental leave for the birth or adoption of a child
- Charitable contribution match programs
- Stock purchase opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Tax Partner providing compliance and consulting services on tax issues at EisnerAmper. Engaging with high - net - worth individuals and supervising tax staff in Baton Rouge, Louisiana.
On Demand Client Services Executive managing aviation client relationships in a fast - paced environment. Delivering high - quality service and managing multiple requests with accuracy under pressure.
Client Services Executive ensuring every client interaction reflects Vista's commitment to excellence. Managing client journeys and operational aspects for seamless travel experiences.
Client Service Media Planner for Nissan United/Omd, developing integrated marketing solutions in Düsseldorf. Collaborating within a cross - disciplinary team while managing national media planning and campaigns.
Client Support Consultant assisting clients with BAMS products in a FinTech environment. Delivering technical support, troubleshooting, and maintaining client relationships in Manila.
Client Service Representative executing shareholder meetings using online platforms for Broadridge, a FinTech leader. Planning, organizing, and coordinating with clients and vendors for successful event execution.
On Demand Client Services Executive managing all aspects of client journeys in private aviation. Handling high - pressure environments and communicating with confidence in a fast - paced global team.
Client Services Associate II promoting advisory services and building client relationships. Collaborating with investment advisors to enhance sales and resolve service issues.
Client Service Administrator at HearingLife Canada serving as the first contact for clients. Managing appointments and providing administrative support to boost customer satisfaction.