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 are only seeking candidates that live on the Westside of Cleveland. Thank you.
McGowan PAE is currently accepting candidates for a full-time entry-level Client Consultant position in our Professional Athletes & Entertainers Insurance Solutions Practice. This position will primarily support our Senior Client Consultant (specifically Personal Insurance) with client service support and provides a long-term career opportunity for growth within our unique PAE Practice.
Qualifications:
This individual must have a strong work ethic, be detail focused, possess excellent computer skills and critical thinking, be available evenings or weekends if required and able to work in a fast-paced environment with multiple task assignments. They must also be able to interact with high-profile clients, be team oriented and possess exceptional oral and written communication skills.
Duties include:
The responsibilities include working closely as a team with the Senior Client Consultant in processing the incoming daily mail, entering and scanning insurance policy transactions, preparing insurance policy invoices and automobile ID cards through our client database system (EPIC), managing new and existing clients’ insurance programs while proactively working with our clients’ sports agents, attorneys and financial advisors.
Education/Software/Experience:
· EPIC (Agency Management System) experience is a plus
· Microsoft Office Word, Excel, and Outlook
· Property & Casualty license or willing to pursue in the future
· This is an in-office full-time position. No remote or hybrid option.
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.
- Vision insurance.
- 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
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
Shift:
Application Question(s):
- What are your salary expectations?
Location:
- Fairview Park, OH 44126 (Preferred)
Work Location: In person
