P&C - Client Service Assistant - Savannah

Sterling Seacrest Pritchard Inc

Savannah (GA)

On-site

USD 34,000 - 42,000

Full time

9 days ago

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Benefits offered by this job

Flexible PTO

Health Insurance

401K

Dress code

Flexible schedule

Growth path

Continuing education

Team events

Community outreach

Job summary

Sterling Seacrest Pritchard Inc in Savannah, GA seeks an entry-level Client Service Assistant to support Client Service Associates, Executives, and Producers. You will handle service tasks, learn insurance products, and contribute to maintaining client relationships.

The role offers growth through on-the-job training, a path to licensure within three months, and a collaborative team culture with flexible benefits.

Qualifications

Experience with data entry and administrative tasks.
Strong organizational and communication skills.
Ability to work collaboratively in a team.
Willingness to learn insurance concepts and practices.

Responsibilities

Input client and prospect data into agency systems.
Set up client reporting forms, paperwork, timetables, and follow-up processes.
Issue new and renewal client packets, including certificates of insurance and auto ID cards.
Assist with marketing efforts for new and renewing business including renewal proposals.

Skills

Data management

Organizational skills

Teamwork

Time management

Communication

Eagerness to learn

Job description

P&C - Client Service Assistant - Savannah

About the Organization At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second. We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Category Entry Level

Description

The Client Service Assistant (CSA) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

WHAT YOU’LL DO (Essential Job Tasks)

As a Client Service Assistant, you will:

New & Renewal Accounts

Input Prospects, Clients, and any Acord applications into Agency Management System
Set up client reporting forms, paperwork, timetables, and follow-up processes
Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards
Assist with marketing efforts for new and renewing business including preparing renewal proposals
Create and send workers compensation claim kits to clients following their policy start
Provide quotes through carrier online rating portals upon request

Accounting

Enter transactions for additional and return premiums and follow up for payment or refund
Help ensure proper collection of funds, forms, and documentation to maintain client accounts
Obtain documents and forms for surplus lines filing on behalf of the insured

Post-Inception

Report any inconsistencies and errors to account servicer and follow up to correct them
Check all policies against client requests and communicate any discrepancies

Pre-Renewal

Gather and organize documentation required for renewal or marketing processes
Help prepare annual review summaries and overviews of expiring insurance programs
Access and document loss/claim information for clients and prospects
Utilize Loss Runs to create Loss Summary for the team and insured parties
Review experience mod information for accuracy using ModMaster and provide options and projections as needed

Throughout Term

Process client change requests and needs throughout the policy year
Receive, document and file all claims by insured, liaising with appropriate parties as necessary
Manage cancellation requests to carrier, ensuring accurate and timely resolution
Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews
Provide clerical support for team as needed

Development

Collaborate with Training & Development team to assist in teaching and job shadows for newer team members
Obtain Property & Casualty Insurance Agent’s License within first 3 months of employment

WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)

Proficiency in data management and administrative tasks
Strong organizational skills and keen attention to detail
Ability to work collaboratively in a team environment
Time management and workflow prioritization
Effective oral and written communication
Eagerness to learn and be engaged

WORKING AT SSP

Learn more about what we do: https://sspins.com/

We are Selfless, Stewards of our Partnerships.

We have a fantastic culture... https://www.youtube.com/watch?v=gOSuPIvJ2oQ

And we’re here to support you!

PERKS/BENEFITS

Flexible 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

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.

Position Requirements