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About the role
Key responsibilities & impact- Maintains relationships with complex clients, prospects, client teams and producers to provide best in class service and drive growth.
- Serves as a client contact for day-to-day needs and answers standard client questions to improve the client experience.
- Demonstrates knowledge of changing market conditions and understands and complies with all compliance, professional and transparency standards to better serve clients.
- Manages and records all activities in the Client Management system to ensure timely follow up by the client, carriers, client team and delivery of final policy.
- Answers inbound customer calls and provides ongoing service and account maintenance for multiple programs and/or products.
- Makes outbound retention and service calls for assigned programs.
- Contributes to the growth and retention of a program.
- Ensures that all regulatory, compliance and transparency requirements are met and complies with all internal policies and procedures.
- Other duties as assigned.
Requirements
What you’ll need- Prior Insurance Industry experience preferred.
- Resident and non-resident Property & Casualty license required. If not licensed, must be able to obtain within 45 days of employment.
- Excellent written and verbal communication skills.
- Demonstrates strategic thinking & ability to work well in a team environment.
- Excellent organizational and time-management skills to manage multiple tasks.
- Detail oriented to ensure accuracy.
- Demonstrates problem solving skills.
- Basic computer skills and the ability to navigate through multiple systems without assistance.
Benefits
Comp & perks- Comprehensive benefits package including medical, dental, and vision insurance, spending accounts, and other voluntary benefits
- Annual Bonus Program
- Corporate 401k Matching
- Generous time off including vacation days, 10 paid company holidays, and paid parental leave
- Sick time that can be used for both physical and mental wellness days
- Community Involvement perks, including 1 paid day off each year to volunteer with a local charity of your choice and company volunteer events
- Free, confidential counseling and support through our Employee Assistance Program (EAP), available to all employees and their families
- Support & development to cultivate your knowledge and continuing education to support your professional designations
- Business casual dress code
- Hybrid work arrangement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Property & Casualty licenseclient managementaccount maintenanceregulatory compliancetransparency standardsproblem solvingtime managementorganizational skillsdetail orientationstrategic thinking
Soft Skills
communication skillsteamworkclient relationship managementservice orientationgrowth mindset
Certifications
Property & Casualty license