BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
(1116-3)

Job Type:
Permanent

Title:
Client Service (Personal Lines Insurance) (1116-3)

Location:
Deerfield, IL area

Description:
Wealth Management firm seeks individual to support Individual Property and
Casualty Department as well as day to day account management for small to mid-
sized personal lines clients.

RESPONSIBILITIES:
Prepare annual review summaries/review quotes, auto ID cards/evidence of
insurance/certificates, new business quotes/proposals for Personal Lines
Managers
Use carrier websites to quote and process policy changes
Back-up Client Support Specialist
Responsible for all documentation requirements (as required by firm/insurance
carrier)
Other duties assigned as needed

REQUIREMENTS:
2+ years of experience in personal lines insurance; college degree preferred
Illinois Fire/Casualty License preferred
Proficiency with Microsoft Office Suite
Able to juggle multiple tasks/re-evaluate priorities; energetic/assertive;
team player; strong organizational skills/detail orientation; follow-up/time
management skills; able to work well under pressure; initiative with
willingness to learn/develop professionally; strong written/verbal
communication skills
Experience with “affluent” personal insurance carriers preferred
Proficient with insurance agency management software preferred


Category:
Asset Management // Insurance // Miscellaneous

Contact:
jordan@bcius.com