Client Consultant at Creative Financial Staffing
Fairview Park, OH
About the Job
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 of the Client Consultant:
#ZRCFS
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 of the Client Consultant:
- 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 of the Client Consultant:
- High School Diploma or equivalent
- Office work - 1 year
- Proven ability to multi-task and simultaneously handle multiple projects with deadlines
- Excellent verbal and written skills
The Client Consultant role is fully on site in Fairview Park, OH with a salary range of $40,000 - $45,000 depending on experience.
For immediate and confidential consideration reach out to me, Kelley McEndree, at
.#ZRCFS
