Client-First Insurance Account Lead

Strive Solutions; Rolling Meadows (IL); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Strive Solutions is seeking a Client Service Manager to support finance and insurance clients with exceptional service and risk management solutions. You will act as the primary contact for a portfolio, manage renewals, and coordinate with carriers and internal teams to refine insurance strategies.

Key duties include performing coverage analysis, preparing proposals, and resolving client questions promptly. A client-first, ethical approach is essential to effectively balance service and risk.

Formación

• Experience handling a portfolio of accounts.
• Proficiency in coverage analysis and insurance operations.
• Ability to coordinate with producers, carriers, and internal teams.

Responsabilidades

• Serve as primary point of contact for a portfolio of accounts.
• Manage renewals and day-to-day client service needs.
• Perform coverage analysis and support risk review activities.
• Collaborate with producers, carriers, and internal teams on insurance and risk strategies.
• Prepare proposals and documentation for client coverage needs.
• Resolve client questions, concerns, and service issues efficiently.
• Uphold an ethical, client-first approach while managing risks.

Conocimientos

Client service

Relationship management

Coverage analysis

Communication

Ethical conduct

Descripción del empleo

Strive Solutions is seeking a Client Service Manager to support finance and insurance clients with exceptional service and risk management solutions. You will act as the primary contact for a portfolio, manage renewals, and coordinate with carriers and internal teams to refine insurance strategies.

Key duties include performing coverage analysis, preparing proposals, and resolving client questions promptly. A client-first, ethical approach is essential to effectively balance service and risk.