Client Service Specialist

2 weeks ago


Stevens Point, Wisconsin, United States APR Full time
Job Overview

Position: Client Service Manager | Commercial Lines

Location: Remote with occasional office visits

Your Responsibilities

As a pivotal member of our team, you will be responsible for overseeing a dedicated portfolio of small to medium-sized business clients. Your primary focus will be on:

  • Client Relationship Development: Cultivating and enhancing relationships with clients through expert guidance. Your insights on coverage options will be crucial, and your ability to identify opportunities for cross-selling and up-selling will contribute to our collective success.
  • Operational Management: Efficiently handling renewals, document preparation, and all facets of account management within established timelines. Your meticulous attention to detail will ensure smooth operations.
  • Strategic Account Handling: Proficiently managing non-renewals, cancellations, and renewals. You will also leverage your marketing skills to create compelling submissions.
Candidate Profile

The ideal candidate will possess:

  • A minimum of 3-6 years of experience in commercial insurance account management.
  • A valid P&C license and comprehensive knowledge of insurance products and documentation.
  • Proficiency in Word, Excel, Outlook, and familiarity with Applied/EPIC/TAM AMS360.
  • A collaborative mindset with the ability to work independently, a commitment to ongoing learning, and a relevant college degree or equivalent industry credentials.
Why Choose Us
  • Commitment to Your Growth: We offer a robust 401K plan, ongoing educational opportunities, and pathways for career advancement.
  • Work-Life Balance: Flexible hybrid work arrangements to support your personal and professional life.
  • Career Development: A role designed to grow and adapt alongside your career aspirations.
Compensation

We are dedicated to providing equitable and competitive compensation. The salary range for this position is $65,000 to $100,000, based on your experience, skills, and certifications.



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