Client Specialist - Business Insurance

Marsh•Saint Louis Park, MN
•$49,000 - $91,300•Hybrid

About The Position

The Client Specialist works on the Business Insurance team, servicing and retaining an existing book of business and supporting the marketing and placement of new and renewal accounts. The role includes reviewing and processing policies, marketing accounts to obtain competitive renewal pricing, issuing certificates of insurance after reviewing contracts, obtaining online quotes for clients through insurance carrier websites, creating proposals, preparing policies for delivery, and completing other day-to-day tasks as directed by the department manager.

Requirements

  • High school diploma or equivalent.
  • At least 2 years of knowledge of the commercial insurance industry, laws, products, coverage, and markets.
  • Extensive knowledge of insurance company markets and conditions, binding authority, procedures, and underwriting guidelines.
  • Excellent communication skills to effectively service customers.
  • Self-starter and problem solver with good time management and organizational skills, and the ability to meet deadlines.

Nice To Haves

  • College degree.
  • Property & Casualty License.

Responsibilities

  • Service and retain an existing book of business.
  • Support marketing and placement of new and renewal accounts.
  • Review and process insurance policies.
  • Market accounts for competitive renewal pricing.
  • Review contracts and issue certificates of insurance.
  • Use insurance carrier websites to obtain online quotes for clients.
  • Create proposals.
  • Prepare policies for delivery.
  • Complete other day-to-day tasks as directed by the department manager.

Benefits

  • Generous time off, including personal and volunteering time.
  • Tuition reimbursement.
  • Professional development opportunities.
  • Hybrid work.
  • Charitable contribution match programs.
  • Stock purchase opportunities.
  • Health and welfare benefits.
  • 401(k) savings and other retirement programs.
  • Employee assistance programs.
  • Potential eligibility for performance-based incentives.
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