Client Consultant:
Our client is a growing organization in the insurance industry, offering exciting opportunities for individuals to launch their careers and gain valuable experience. We are currently seeking an entry-level Client Consultant to join our team and provide essential support to various departments.
Responsibilities of the Client Consultant:
- Thoroughly evaluate accounts to determine if they meet established guidelines.
- Ensure compliance to program guidelines.
- Prepare/finalize referrals as required for carrier approval.
- 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.
Qualifications of the Client Consultant:
- High school diploma or equivalent
- Strong organizational skills and attention to detail
- Excellent communication skills, both verbal and written, with a friendly and professional demeanor.
- Demonstrated reliability, dependability, and a positive work ethic.
- Willingness to learn and take on new responsibilities.
For immediate and confidential consideration reach out to me, Kelley McEndree, at .

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