Description

You will manage client-specific service plans, conduct mid-year reviews, build client relationships, drive retention sales, and analyze policy data. You'll receive comprehensive training and work with industry experts in a supportive environment.

Requirements

• Bachelor's degree in a business-related field
• Office experience is a plus but not required
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Team player with professional attitude and integrity

Responsibilities

• Create and manage client-specific service plans, including claim reviews and marketing plans
• Prepare materials for mid-year reviews, analyze losses, explore market options, and recommend services
• Build trusted advisor relationships, providing high-quality service and prompt responses
• Drive retention and expand accounts with additional products
• Verify policies, endorsements, audits, and dividends to ensure proper coverage