Client Service Advisor – Commercial Lines

This is a fully remote position, open to applicants in Wisconsin.

📋 Description

• Oversee daily account management for small to medium-sized clients

• Cultivate and maintain ongoing relationships with clients

• Assist in sales processes, policy modifications, and claims management

• Enhance customer retention through business-to-business interactions

• Evaluate existing coverage and suggest necessary adjustments in coverage and markets for each service contract

• Remarket accounts as required

• Obtain quotes for new business ventures

• Organize and maintain electronic files and information in line with agency standards

• Ensure policy accuracy and adequacy of coverage, requesting corrections for any errors as necessary

• Stay updated on industry trends, new products, coverage options, and technological advancements

⛳️ Requirements

• Active Property & Casualty license (or the ability to secure one within the first 60 days of employment)

• Familiarity and general knowledge of standard concepts, practices, and procedures within the insurance sector

🏝️ Benefits

• Competitive compensation package — salary plus quarterly incentives

• Comprehensive employee benefits package (including medical, dental, vision, life, and disability insurance)

• 401(k) matching

• Paid Time Off

• The stability of working for an independent agency with a clear path for internal advancement

• A collaborative team environment that recognizes and celebrates success