Note: The job is a remote job and is open to candidates in USA. Wealthspire is an award-winning organization in Business Insurance that provides consultative services to address significant risks. The role involves managing client accounts within the Sports and Entertainment segment, ensuring high-quality service and strategic support for a portfolio of commercial insurance clients.
Responsibilities
- Manage day-to-day servicing for an assigned set of client accounts, including extensive verbal, electronic, and written communication
- Maintain proactive, professional relationships with carrier and client contacts
- You may be responsible for leading client meetings for assigned accounts, as needed
- Manage the renewal and marketing process from start to finish in partnership with the Team Leader
- Communicate directly with clients and carriers in collaboration with the Team Leader
- Create and maintain client files in accordance with established office procedures
- Maintain accurate client policy records in the agency management system
- Negotiate submissions directly with carriers, as appropriate
- Lead reviews of proposals and carrier source documents to confirm accuracy and completeness
- Maintain accurate documentation and follow-up processes to ensure policies, endorsements, and other deliverables are received and processed as requested
- Serve as the first point of contact for billing questions from clients and carrier personnel; coordinate with Accounting Department as needed
Skills
- Recent experience in a retail insurance brokerage environment
- High school diploma or equivalent
- Property & Casualty broker's license required upon hire
- Experience with EPIC (agency management system)
- 5+ years of commercial lines insurance servicing experience
- Bachelor's degree (BA/BS)
Benefits
- PTO & paid holidays
- 401(k) with match
- Exclusive discount programs
- Health & wellness programs
- Performance-based incentives
Company Overview