Sterling Seacrest Pritchard · 5 hours ago
Client Service Associate - P&C
Atlanta, GA
Full-time
Onsite
Entry, Mid Level
2+ years expSterling Seacrest Pritchard is seeking a Client Service Associate to support the marketing and sales process for new and renewing business. The role involves managing client accounts, preparing proposals, and mentoring new team assistants while maintaining high service standards.
Employee BenefitsFinancial ServicesInsuranceRisk Management
Responsibilities
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
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
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
Qualification
Required
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
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
Company
Sterling Seacrest Pritchard
Sterling Seacrest Pritchard provides risk management, business insurance, personal insurance, surety bonds and employee benefits services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jim Bailey
CEO
Vici Alexander
Chief Financial Officer
Recent News
The Business Journals
2024-05-23
The Business Journals
2024-05-23
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