Client Service Associate - P&C

About the Organization

At Sterling Seacrest Pritchard, we are here to serve as your risk advisors first and insurance broker second.

We have a highly skilled team ready to collaborate with your business to position you to reach your goals with uniquely tailored insurance and consulting solutions.

EOE Statement

We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Category

Insurance

Description

The Client Service Associate (CSA) works alongside and supports the activities of our Client Service Executives and Producers in the marketing and sales process for new and renewing business. As a Client Service Associate, you will build on the foundational responsibilities of a Client Service Assistant, taking on additional duties that involve great responsibility and client interaction. You will serve as the primary service contact for clients and are expected to exemplify the highest standard of our service model.

WHAT YOU'LL DO (Essential Job Tasks)

As a Client Service Associate, you will:

(In addition to the duties/responsibilities of a Client Service Assistant)

Account Management

Act as the main servicer on some accounts, responsible for the entire renewal and/or marketing of the account

Independently review contracts for clients and provide notice to insured regarding deficiencies/changes and contact underwriters

Work directly with holders and insureds to educate on state requirements/limitations specific to the issuance of certificates of insurance

Handle more complex reconciliations under the direction of the Accounting department or manager

Create accurate premium allocations and invoices as required.

New & Renewal Accounts

Prepare and maintain proposals for new and renewal accounts

Attend meetings with Executives and Producers, and present independently to insureds or assigned accounts

Research and communicate directly with brokers and underwriters to create top-of-stack submissions

Negotiate renewal and new business terms, conditions, and premiums on assigned accounts

Bind coverage on behalf of the insured

Mentorship & Development

Participate in 1:1 mentorship with new team assistants

Work with the Training & Development team to teach a course on an insurance coverage, endorsement, SSP procedure, or Best Practice annually

Obtain or work towards obtaining designations as instructed by your manager

Attend all offered continuing education (CE) courses

WHAT YOU BRING TO THE TABLE (Knowledge, Skills and Abilities)

2-5 years of relevant experience

Active Property & Casuality Insurance Agent's License

Strong organizational and multitasking skills

Excellent communication and interpersonal abilities

Attention to detail and accuracy in all tasks

Ability to work effectively as part of a team

Eagerness to learn and develop new skills in the insurance industry

Experience in managing client accounts and conducting renewals

Leadership and mentoring abilities

WORKING AT SSP

Learn more about what we do:

We are Selfless, Stewards of our Partnerships.

We have a fantastic culture...

And we're here to support you!

PERKS/BENEFITS

Unlimited PTO

Health Insurance (Medical/Dental/Vision)

Safe Harbor 401K (We contribute 3% regardless of whether you do!)

Dress For Your Day

Flexible Work Schedule

Clear Growth Path

In-House Continuing Education

Team Outings & Events

Community Outreach

Position Requirements

Sterling Seacrest Pritchard participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. upon job acceptance.

Full-Time/Part-Time

Full-Time

Shift

-not applicable-

City

Savannah

State

GA

Position

Client Service Associate - P&C

Exempt/Non-Exempt

Exempt

Open Date

7/23/2025

This position is currently accepting applications.