The Select Client Service Advisor role is responsible for day-to-day account management for small to mid-sized clients. This role works to develop ongoing relationships with clients by supporting and facilitating sales, policy changes and claims.
Position preferred in Racine or Kenosha, but eligible for Hartland or the Appleton region as well!
WHAT YOU WILL DO:
Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships
Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
Remarkets accounts as needed
Secures quotes for new business opportunities
Maintains orderly electronic files and information in accordance with agency standards
Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base