Insurance Client Service & Renewal Specialist

Sterling Seacrest Pritchard; Atlanta (GA); On-site; USD 52,000 - 76,000; Full time

Job summary

Sterling Seacrest Pritchard is seeking a Client Service Associate to support Client Service Executives and Producers in marketing and sales for new and renewing business. You will serve as the primary service contact for clients and uphold the highest standards of our service model.

Key responsibilities include account management, preparing proposals, teaming with executives on meetings, negotiating terms, and pursuing designations through mentorship and CE courses.

Responsibilities

• Act as the main servicer on some accounts, responsible for renewal and marketing.
• Review contracts and inform insured of deficiencies/changes; contact underwriters.
• Educate insureds on state requirements/limitations for 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; present to insureds or assigned accounts.
• Research and communicate 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 Training & Development to teach a course annually.
• Obtain or work towards designations as instructed by your manager.
• Attend all offered continuing education (CE) courses.

Job description

Sterling Seacrest Pritchard is seeking a Client Service Associate to support Client Service Executives and Producers in marketing and sales for new and renewing business. You will serve as the primary service contact for clients and uphold the highest standards of our service model.

Key responsibilities include account management, preparing proposals, teaming with executives on meetings, negotiating terms, and pursuing designations through mentorship and CE courses.