Client Services and Risk Management Professional

4 days ago


Chicago, Illinois, United States Lakeview Insurance Agency Full time
Job Summary

We are a reputable insurance agency offering comprehensive insurance solutions to protect our clients. As a Client Services and Risk Management Professional, you will play a critical role in building and maintaining relationships with clients and carrier representatives.

This position requires an individual who can demonstrate good judgment, excellent communication skills, and a positive outlook. Your expertise in risk assessment and risk management techniques will enable you to identify potential risks and develop strategies to mitigate them.

Key Responsibilities
  • Servicing assigned accounts based on agency best practices
  • Maintaining high client satisfaction through proactive account rounding, up-selling, and providing extraordinary client service
  • Marketing and placement of new business submissions and renewal accounts
  • Achieving departmental account new business sales and retention goals
Requirements and Qualifications
  • Two-year associate college degree required; four-year college degree preferred
  • Experience with technology, including Adobe Pro, Word, Excel, Outlook, and phone systems
  • Excellent time management, organizational capabilities, and verbal and written communication skills
  • Knowledge of brokerage operations, claims handling, procedures, rating, agency management system, and applicable insurance laws


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