Client Service Associate

4 days ago

Atlanta, Georgia, United States Sterling Seacrest Pritchard Full time $60,000 - $80,000 per year

The Client Service Associate (CSA) works alongside and supports the activities of our Client Service Executives and Producers in the marketing and sales process for new and renewing business. As a Client Service Associate, you will build on the foundational responsibilities of a Client Service Assistant, taking on additional duties that involve great responsibility and client interaction. You will serve as the primary service contact for clients and are expected to exemplify the highest standard of our service model.

WHAT YOU'LL DO (Essential Job Tasks)

As a Client Service Associate, you will:

(In addition to the duties/responsibilities of a Client Service Assistant)

Account Management

  • Act as the main servicer on some accounts, responsible for the entire renewal and/or marketing of the account
  • Independently review contracts for clients and provide notice to insured regarding deficiencies/changes and contact underwriters
  • Work directly with holders and insureds to educate on state requirements/limitations specific to the issuance of certificates of insurance
  • Handle more complex reconciliations under the direction of the Accounting department or manager
  • Create accurate premium allocations and invoices as required.

New & Renewal Accounts

  • Prepare and maintain proposals for new and renewal accounts
  • Attend meetings with Executives and Producers, and present independently to insureds or assigned accounts
  • Research and communicate directly with brokers and underwriters to create top-of-stack submissions
  • Negotiate renewal and new business terms, conditions, and premiums on assigned accounts
  • Bind coverage on behalf of the insured

Mentorship & Development

  • Participate in 1:1 mentorship with new team assistants
  • Work with the Training & Development team to teach a course on an insurance coverage, endorsement, SSP procedure, or Best Practice annually
  • Obtain or work towards obtaining designations as instructed by your manager
  • Attend all offered continuing education (CE) courses

WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)

  • 2-5 years of relevant experience
  • Active Property & Casuality Insurance Agent's License
  • Strong organizational and multitasking skills
  • Excellent communication and interpersonal abilities
  • Attention to detail and accuracy in all tasks
  • Ability to work effectively as part of a team
  • Eagerness to learn and develop new skills in the insurance industry
  • Experience in managing client accounts and conducting renewals
  • Leadership and mentoring abilities

WORKING AT SSP

Learn more about what we do:

We are Selfless, Stewards of our Partnerships.

We have a fantastic culture...

And we're here to support you

PERKS/BENEFITS

  • Unlimited PTO
  • Health Insurance (Medical/Dental/Vision)
  • Safe Harbor 401K (We contribute 3% regardless of whether you do)
  • Dress For Your Day
  • Flexible Work Schedule
  • Clear Growth Path
  • In-House Continuing Education
  • Team Outings & Events
  • Community Outreach

 

  • Client Services Associate

    4 days ago

    Atlanta, Georgia, United States Regent Peak Wealth Advisors Full time $60,000 - $90,000 per year

    Client Service Associate – Regent Peak Wealth AdvisorsRegent Peak Wealth Advisors is a fast-growing registered investment advisor (RIA) located in the Atlanta area. We are looking for an Atlanta based Client Service Associate (CSA) to join our team. You'll need a passion for delivering exceptional client service, excellent attention to detail, a...

  • Senior Client Service Associate

    4 days ago

    Atlanta, Georgia, United States Raymond James Full time $60,000 - $120,000 per year

    Job DescriptionJob SummaryCelebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high quality/high...

  • Client Service Associate

    14 hours ago

    Atlanta, Georgia, United States Wealth Enhancement Group Full time $50,000 - $65,000

    About Wealth EnhancementWealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans...

  • Client Experience Associate

    4 days ago

    Atlanta, Georgia, United States BLUE IN GREEN SOHO Full time $40,000 - $70,000 per year

    Company DescriptionBLUE IN GREEN is a high-end specialty boutique focused on Japanese and American selvedge denim, as well as related menswear and niche fashion brands. Known for offering a curated selection of unique and quality products, BLUE IN GREEN caters to fashion-forward individuals seeking exquisite craftsmanship and design. We pride ourselves on...

  • Client Support Associate

    2 days ago

    Atlanta, Georgia, United States The MG Collective Full time $45,000 - $57,206 per year

    About UsThe MG Collective INC blends brand strategy, creative craft, and performance marketing. We plan, create, and optimize—partnering with your team as an extension of your brand. Our approach is grounded in research, clear goals, and accountable execution.Join a team that values people, progress, and professional growth. As a Client Support Associate,...

  • Client Bill Pay Associate

    2 days ago

    Atlanta, Georgia, United States HB Wealth Full time $60,000 - $90,000 per year

    HB Wealth ("HB") is a national, independent, fee-only wealth management firm headquartered in Atlanta, GA, with additional offices in Palm Beach Gardens and Tampa, FL; Nashville, TN; Columbia and Greenville, SC; Augusta, GA; and Towson and Columbia, MD.Founded in 1989, HB provides comprehensive financial planning, investment management, and family office...

  • Senior Client Bill Pay Associate

    4 days ago

    Atlanta, Georgia, United States Pathstone Full time

    The Atlanta office is looking for a Senior Client Bill Pay Associate to join our growing family office team which provides daily accounting, financial operations and other family offices services for a diverse group of clients.As a member of the client service team, the Client Bill Pay Associate will be responsible for the accurate processing of annual,...

  • Client Service Manager

    3 days ago

    Atlanta, Georgia, United States Gallagher Full time $100,000 - $120,000 per year

    IntroductionIndulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding businesses and empowering their ambitions. Together, we'll build a...

  • Client Services Director

    2 days ago

    Atlanta, Georgia, United States Altus Group Full time $118,000 - $275,490 per year

    Job CategoryCustomer Support/OperationsPay Grade Range$118, $275,490.00Disclaimer:The base salary range represents the low and high end of Altus Group's "Pay Grade Range" for this position in the primary work location. Actual hiring salaries will vary depending on factors including but not limited to work experience, and geographic market data for the role....

  • Managing Director, Client Services, Multifamily

    4 days ago

    Atlanta, Georgia, United States Cushman & Wakefield Full time $120,000 - $180,000 per year

    Job TitleManaging Director, Client Services, MultifamilyJob Description SummaryThe Managing Director, Client Services, Multifamily is responsible for generating property management opportunities within the Eastern United States, including working with a variety of institutional and private ownership groups.Job DescriptionESSENTIAL JOB DUTIES:The Managing...