Please Note: This is a 100% in-office role. Candidates must be able to reliably commute to our office, located in Fairview Park, Ohio 44126. Likewise, we areonlyseeking candidates that live on the Westside of Cleveland. Thank you.

Job Title: Client Consultant

Department: Performance, Athletes, and Entertainers (PAE) Insurance

Manager: Director of PAE

Status: Non-exempt

Summary:
Meet established new business goals and objectives within established book of business. The CC will be responsible for all aspects of the renewal and new business processes including risk selection, risk analysis and risk recommendations. Must be able to communicate at all levels, be customer-focused and quality-driven.

Essential Duties and 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.
• Evaluate applications to ensure completion and review missing materials with clients.
• Accurately enter large amounts of data into computer systems.
• Prepare insurance quotes and proposals, collect information for quoting.

Key Competencies:

• Critical-thinking and analytical skills.
• Proven ability to multi-task and simultaneously handle multiple projects with deadlines.
• Excellent verbal and written skills.
• Confident in computer skills and ability to manage software programs (Microsoft Excel, Word, Adobe Acrobat/Reader).
• Detailed organizational and documentation skills.
• Ability to establish priorities and maintain consistent workflow to meet target dates.
• Ability to work well with team and frequently collaborate with others.
• Self-motivated and ability to work independently to complete assigned work.

Education and Experience:

• High school diploma or equivalent.
• 1 years of experience in a professional office.

Job Type: Full-time, 40 hours a week.

Schedule: 8:15am – 5:00pm, Monday – Friday evenings and weekends as needed.

Location: Fairview Park, OH.

Work Setting: Office.

Benefits:

• 401(k) matching.
• Dental insurance.
• Health insurance: Includes Vision Savings Pass.
• Voluntary additional benefits: Life insurance, short-term disability, and long-term disability.
• 7 paid holidays (8 days off in total).
• Paid time off.

Job Type: Full-time

Pay: From $41,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Shift:

• 8 hour shift
• Day shift

Weekly day range:

• Monday to Friday

Work setting:

• In-person
• Office

Experience:

• Professional Office: 1 year (Required)

Work Location: In person