Client Service Advisor

20 hours ago


Savannah, Georgia, United States Sterling Seacrest Pritchard, Inc Full time
About the Role

The Client Service Executive at Sterling Seacrest Pritchard, Inc. is a key member of our team, responsible for delivering exceptional service to our clients. As a trusted advisor, you will work closely with our producers to develop strategic solutions that meet the unique needs of our clients.

Key Responsibilities
  • Manage a portfolio of client relationships
  • Develop and implement tailored insurance solutions
  • Collaborate with producers to identify new business opportunities
  • Educate clients on compliance topics and best practices
  • Maintain strong relationships with insurance carriers

Requirements
  • 4-6 years of experience in the insurance industry
  • Active Life and Health licensing in the resident state
  • Strong knowledge of current market trends and underwriting methodologies
  • Excellent time management and workflow prioritization skills
  • Proactive problem-solving and independent thinking

What We Offer
  • Unlimited PTO
  • Health insurance (medical, dental, vision)
  • Safe Harbor 401K with company contributions
  • Dress for Your Day
  • Flexible work schedule
  • Clear growth path
  • In-house continuing education
  • Team outings and events
  • Community outreach


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