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Client Relationship Manager

2 months ago

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

Position: Account Manager at Worthy Insurance Group

About Us: Worthy Insurance Group is a leading national Property & Casualty Insurance Brokerage dedicated to delivering innovative insurance solutions across various sectors, including healthcare, social services, and real estate. We prioritize employee growth and community engagement, fostering a supportive and collaborative work environment.

Benefits: We offer a comprehensive benefits package that includes 401K, Dental, Life, Medical, Vision, and more. Our employees enjoy:

  • Generous Paid Time Off
  • 401k with company match
  • Health, Dental, and Vision Insurance
  • Gym Membership
  • Insurance education bonus program
  • Opportunities for nationwide travel
  • Paid Time Off for Volunteering

Key Responsibilities:

  • Assist in completing insurance applications in collaboration with agency Producers and Account Executives.
  • Market applications to suitable carriers and ensure timely follow-up for quotations and policies.
  • Work closely with Producers and Account Executives to prepare insurance summaries, schedules, and proposals.
  • Manage the processing of certificates of insurance and property evidences.
  • Handle applications and endorsements efficiently.
  • Document all communications with clients and carrier representatives in our agency management system.

Qualifications:

  • College Degree or equivalent professional experience.
  • Minimum of 3 years experience in Property & Casualty Insurance.
  • Familiarity with Property & Casualty agency management systems.
  • Proficient in standard Microsoft software and computer applications.
  • Strong oral and written communication skills.
  • Creative problem-solving abilities.
  • Exceptional time management and attention to detail.
  • Possession of an Illinois Property & Casualty license or willingness to obtain within 30 days of hire.