Job Description

Client Consultant

About the Role:

This position will primarily support their Senior Client Consultants with client service support and will provide a long-term career opportunity for growth within their unique PAE practice. The responsibilities include working closely as a team with the Senior Client Consultants in processing the incoming daily mail, entering and scanning insurance policy transactions, preparing insurance policy invoices and automobile ID cards through their client database system (EPIC), managing new and existing clients' insurance programs while proactively working without clients' sports agents, attorneys and financial.

Responsibilities:

Thoroughly evaluate accounts to determine if they meet established underwriting guidelines

Ensure compliance to program guidelines

Prepare/finalize referrals as required for carrier approval

Evaluate and prepare loss analysis

Be able to price risks based upon supporting documentation

Education and requirements:

High School Diploma or equivalent

Office work - 1 year

Key Competencies:

Critical-thinking and analytical skills

Proven ability to multi-task and simultaneously handle multiple projects with deadlines

Excellent verbal and written skills

Detailed organizational and documentation skills

self-motivated and ability to work independently to complete assigned work

Salary and Benefits:

$45,000

In- Office located in Fairview Park, Ohio

401(k) matching

Great benefits and PTO

#Clientconsultant #CFS #In-Office Creative Financial Staffing

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