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

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