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Commercial Client Specialist – Madison, WI or Peewaukee, WI

As a Commercial Client Specialist, you will take ownership of a book of business in our Property & Casualty division and work closely with each client to add value to their insurance & risk management program.


We are recognized as one of America’s Best Small Workplaces by the Great Place to Work Institute and Fortune.com. You’ll enjoy working on a friendly and supportive team where your strengths are valued, your creativity is encouraged, and your contributions are respected.


And because office life is about more than work, we make work-life balance a top priority. Paid Family Leave, Flexible scheduling, bring your dog to work days, paid volunteer time, and an unmatched benefits package are just some of the ways we ensure that your hard work is acknowledged and sustainable.


As a Commercial Client Specialist, you would be responsible for providing proactive property and casualty account management and outstanding customer service to clients.


Responsibilities include:

  • Retain and service a book of business according to company guidelines

  • Participate in client visits as invited by Property & Casualty consultant or as needed

  • Obtain quotes for additional coverage for existing clients

  • Manage monthly expiration lists in conjunction with the P&C Consultant to ensure that all coverage is bound prior to the effective date

  • Facilitate strong communication and follow-up with insurance carriers as a means of providing prompt and proactive service to clients

  • Market renewing accounts as necessary

  • Establish a strong working rapport with insurance company representatives and underwriters, allowing you to stay abreast of industry and marketplace trends and changes

Requirements:

  • Hold and maintain a valid Wisconsin Property & Casualty Agent’s license

  • Minimum of three years of Property and Casualty insurance service experience

  • College degree is preferred

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to age, color, creed, disability, gender identity, national origin, protected veteran status, race, religion, sex, sexual orientation, and any other status protected by applicable local, state or federal law.


Salary

Base $70K-$90K

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