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Client Service (Personal Lines Insurance) (1116-3)
Deerfield, IL area
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.
Prepare annual review summaries/review quotes, auto ID cards/evidence of
insurance/certificates, new business quotes/proposals for Personal Lines
Use carrier websites to quote and process policy changes
Back-up Client Support Specialist
Responsible for all documentation requirements (as required by firm/insurance
Other duties assigned as needed
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
Experience with “affluent” personal insurance carriers preferred
Proficient with insurance agency management software preferred
Asset Management // Insurance // Miscellaneous