Job Description
Join the forefront of client service as a Client Care Associate specializing in Commercial Insurance. Your dedication will ensure comprehensive support for producers and positive client interactions.
In this client-facing role, you will assist with servicing commercial accounts, handling documentation from Certificates to Invoicing. You’ll communicate with clients for renewals while ensuring precise documentation flow between insurers and clients. This role offers a chance to demonstrate your customer-first mentality.
Key Responsibilities:
• Support producers and marketers with commercial account needs
• Manage documentation including cover notes and renewals
• Verify accuracy of policy documentation before client delivery
• Communicate with clients regarding renewals and inquiries
• Process online quotes and negotiate with insurers
Requirements:
• Level 2 insurance license or commitment to obtain
• Minimum one year in commercial insurance advisory roles
In this client-facing role, you will assist with servicing commercial accounts, handling documentation from Certificates to Invoicing. You’ll communicate with clients for renewals while ensuring precise documentation flow between insurers and clients. This role offers a chance to demonstrate your customer-first mentality.
Key Responsibilities:
• Support producers and marketers with commercial account needs
• Manage documentation including cover notes and renewals
• Verify accuracy of policy documentation before client delivery
• Communicate with clients regarding renewals and inquiries
• Process online quotes and negotiate with insurers
Requirements:
• Level 2 insurance license or commitment to obtain
• Minimum one year in commercial insurance advisory roles