Insurance Client Services Associate – Growth Path

Sterling Seacrest Pritchard; Savannah (GA); On-site; USD 35,000 - 45,000; Full time

Benefits offered by this job

Flexible PTO

Health Insurance

Safe Harbor 401K

Flexible Work Schedule

Clear Growth Path

In-House Continuing Education

Team Outings

Community Outreach

Job summary

Sterling Seacrest Pritchard is looking for a Client Service Assistant (CSA) to support our Client Service Associates and Executives. This entry-level role offers the chance to gain valuable experience in the insurance industry.

You will manage a variety of tasks including processing client requests, issuing client packets, and assisting with marketing efforts. A strong focus on organization, teamwork, and communication is essential.

Qualifications

• Proficiency in data management and administrative tasks.
• Strong organizational skills and keen attention to detail.
• Ability to work collaboratively in a team environment.

Responsibilities

• Input Prospects and Clients into Agency Management System.
• Assist with marketing efforts for new and renewing business.
• Process client change requests and needs throughout the policy year.
• Obtain Property & Casualty Insurance Agent’s License within first 3 months.

Skills

Data management

Organizational skills

Team collaboration

Time management

Effective communication

Eagerness to learn

Job description

Sterling Seacrest Pritchard is looking for a Client Service Assistant (CSA) to support our Client Service Associates and Executives. This entry-level role offers the chance to gain valuable experience in the insurance industry.

You will manage a variety of tasks including processing client requests, issuing client packets, and assisting with marketing efforts. A strong focus on organization, teamwork, and communication is essential.