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Dahl Consulting
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Assistant Client Manager
Posted: 06/19/2024
2024-06-19
2024-08-22
Employment Type:
Permanent
Category: Business Professional
Job Number: 26818
Job Description
Looking for a new opportunity in the Chicago area? Check out this role! Dahl Consulting is currently partnering with a leading insurance and risk advisory firm. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring an Assistant Client Manager for a permanent role! Interested? Get more details below!
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Assistant Client Manager Job Description
The Assistant Client Manager supports the Client Manager and other members of the Commercial Lines account team through the handling of various tasks associated with new and renewal business. As a client-facing role, excellent customer care skills are key to success. Responsibilities include processing various policy documents and providing information and documents to clients as needed according to division procedures and standards.
What you will do as the Assistant Client Manager:
What you will bring to the Assistant Client Manager role:
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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- Worksite Location: Orland Park, IL
Assistant Client Manager Job Description
The Assistant Client Manager supports the Client Manager and other members of the Commercial Lines account team through the handling of various tasks associated with new and renewal business. As a client-facing role, excellent customer care skills are key to success. Responsibilities include processing various policy documents and providing information and documents to clients as needed according to division procedures and standards.
What you will do as the Assistant Client Manager:
- Process policies, endorsements, audits, and other client documents in the agency management system with a focus on accuracy and timeliness
- Prepare client documents for delivery via email, US Mail, or hand delivery
- Maintain an outstanding level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date and flow properly to reports and other output documents
- Provide routine consultation to clients and act as back up to Client Managers in order to assist internal and external clients
- Assist with accounting issues relative to premium and commission discrepancies and accounts receivable, and direct clients with payment instructions
- Effectuate premium finance agreements and notices of cancellation, rescission, and reinstatement
- Access and navigate carrier websites to obtain account information and policy documents
- Request, follow up, and review endorsements or obtain quotes as necessary
- Prepare and send renewal and midterm certificates of insurance, evidence of property insurance, auto ID cards and other proofs of insurance
What you will bring to the Assistant Client Manager role:
- Proficient in Microsoft Excel and Word
- Must be organized, detail oriented, timely and efficient
- Strong work ethic, responsible, reliable, service oriented
- Strong math skills with an understanding of basic accounting principles
- Ability to communicate and speak in a clear, concise, and professional manner both in person and on the telephone
- Ability to obtain Property and Casualty License within 75 days of onboarding
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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Ready to take the next step in your career? Explore our job opportunities in the vibrant area around Orland Park, Illinois! Nestled in the heart of Cook County, this thriving community offers a perfect blend of suburban charm and urban amenities. With its proximity to Chicago, endless dining options, renowned art galleries like the Bridgeport Art Center, theaters such as the Chicago Shakespeare Theater, and nearby recreation spots like Lake Katherine Nature Center and Botanic Gardens, Orland Park is not just a place to work but a place to thrive. Join us in discovering the endless growth opportunities and unique culture this enchanting region has to offer. Browse our job listings now and jumpstart your career in Orland Park!