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Client Relationship Manager

2 months ago


Skokie, Illinois, United States Worthy Insurance Group Full time
Position Overview

Worthy Insurance Group, a prominent national Property & Casualty Insurance Brokerage, is seeking an experienced Account Manager to enhance our client service team.

Benefits Offered: Comprehensive benefits package including 401K, Dental, Life, Medical, Vision, and more.

Why Choose Us? At Worthy, we foster a family-like atmosphere with exceptional benefits, continuous education, and limitless growth opportunities.

About Us: Worthy Insurance is dedicated to delivering innovative insurance solutions tailored for the healthcare, social service, and real estate sectors. We empower our team members through personal and professional development initiatives and encourage active community and industry involvement. We prioritize clear communication of goals, celebrate achievements, and express gratitude for our team’s contributions.

Employee Benefits Include:
• Generous Paid Time Off
• 401k with company match
• Health, Dental, and Vision Insurance
• Gym Membership
• Insurance education bonus program
• Opportunities for nationwide travel for client and prospect meetings
• Paid Time Off for community service

Key Responsibilities:
• Complete insurance applications in collaboration with agency Producers and Account Executives
• Market applications to suitable carriers and ensure timely receipt of quotations and policies
• Work alongside Producers and Account Executives to prepare insurance summaries, schedules, and proposals
• Process certificates of insurance and property evidences
• Handle applications and endorsements
• Maintain documentation of communications with clients and carrier representatives in our agency management system.

Preferred Qualifications:
• College Degree or equivalent professional experience
• Minimum of 3 years in Property & Casualty Insurance
• Familiarity with Property & Casualty agency management systems
• Proficient in standard Microsoft software
• Strong oral and written communication skills
• Creative problem-solving abilities
• Excellent time management and attention to detail
• Illinois Property & Casualty license or ability to obtain within 30 days of employment.