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Client Services Representative

1 week ago

Blue Bell, Pennsylvania, United States USI Holdings Corporation Full time

**Career Development:**

The Personal Risk Associate Career Track Program offers a unique opportunity for associates to develop their skills and knowledge in client-facing roles. This 14-month program combines theoretical training with practical experience, equipping participants with the tools necessary to excel in the insurance industry.

  • Participants will receive over 1,300 hours of formalized training sessions and practical hands-on work experience.
  • Training will include foundational insurance coverages, program design, and risk management strategies, preparing associates for the personal lines agent's license.
  • Associates will work closely with regional and national industry experts, gaining practical experience and mentorship support.

**Essential Responsibilities:**

  • Support account managers in achieving business objectives, delivering exceptional client service, and meeting retention goals.
  • Process and manage client information within the document management system, maintaining accurate and up-to-date records.
  • Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.