Private Risk - Client Service Associate jobs in United States
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Sterling Seacrest Pritchard · 3 hours ago

Private Risk - Client Service Associate

positionAtlanta, GA
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level

Sterling Seacrest Pritchard is a company that values teamwork and strategic thinking, seeking a Client Service Associate to assist in converting prospects into clients. The role includes creating proposals, presenting new business, and educating clients on insurance portfolios.

Employee BenefitsFinancial ServicesInsuranceRisk Management

Responsibilities

Must be a team player and assist other team members when able
Must be skilled in converting prospects into clients
Master the rating/quoting process with all carriers
Be knowledgeable with respect to underwriting appetites
Create proposals for prospective clients
Present new business to prospects and finish the onboarding process
Manage referrals
Educate prospects and clients on the value of the proper insurance portfolio
Assist team with remarketing
Establish good working relationships with underwriters

Qualification

Client conversionRating/quoting processUnderwriting knowledgeProposal creationClient educationRelationship managementTeam player

Required

Must be a team player and assist other team members when able
Must be skilled in converting prospects into clients
Master the rating/quoting process with all carriers
Be knowledgeable with respect to underwriting appetites
Create proposals for prospective clients
Present new business to prospects and finish the onboarding process
Manage referrals
Educate prospects and clients on the value of the proper insurance portfolio
Assist team with remarketing
Establish good working relationships with underwriters

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

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Sterling Seacrest Pritchard provides risk management, business insurance, personal insurance, surety bonds and employee benefits services.
dateFounded in 1960
location
Atlanta, Georgia, USA
people-size201-500 employees
web-link
https://sspins.com

Funding

Current Stage
Growth Stage

Leadership Team

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Jim Bailey
CEO
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Vici Alexander
Chief Financial Officer
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Recent News

PR Newswire UK
Markel enhances its International War and Terrorism presence in the US with Senior Underwriter hire and Underwriting Support Specialist
2025-05-17
The Business Journals
Katie Vansant | People on The Move - Atlanta Business Chronicle
2024-05-23
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Charlie Schellhorn | People on The Move - Atlanta Business Chronicle
2024-05-23
Company data provided by crunchbase