What are the responsibilities and job description for the Client Service Assistant position at Sterling Seacrest Pritchard, Inc?

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

Entry Level

Description

The Client Service Assistant ( CSA ) role is an entry-level opportunity to gain exposure to the insurance industry. You will work alongside and support the activities of our Client Service Associates, Executives, and Producers through performing a range of service and marketing activities while maintaining a well-rounded, current knowledge of insurance products and coverages.

WHAT YOU'LL DO (Essential Job Tasks)

As a Client Service Assistant , you will :

New & Renewal Accounts

Input Prospects, Clients, and any Acord applications into Agency Management System
Set up client reporting forms, paperwork, timetables, and follow-up processes
Issue new and renewal client packets, including certificates of insurance and automobile I.D. cards
Assist with marketing efforts for new and renewing business including preparing renewal proposals
Create and send workers compensation claim kits to clients following their policy start
Provide quotes through carrier online rating portals upon request

Accounting

Enter transactions for additional and return premiums and follow up for payment or refund

Help ensure proper collection of funds, forms, and documentation to maintain client accounts

Obtain documents and forms for surplus lines filing on behalf of the insured

Post-Inception

Report any inconsistencies and errors to account servicer and follow up to correct them

Check all policies against client requests and communicate any discrepancies

Pre-Renewal

Gather and organize documentation required for renewal or marketing processes

Help prepare annual review summaries and overviews of expiring insurance programs

Access and document loss / claim information for clients and prospects

Utilize Loss Runs to create Loss Summary for the team and insured parties

Review experience mod information for accuracy using ModMaster and provide options and projections as needed

Throughout Term

Process client change requests and needs throughout the policy year

Receive, document and file all claims by insured, liaising with appropriate parties as necessary

Manage cancellation requests to carrier, ensuring accurate and timely resolution

Process Motor Vehicle Report requests, review insurance contract language, and facilitate policy audit reviews

Provide clerical support for team as needed

Development

Collaborate with Training & Development team to assist in teaching and job shadows for newer team members

Obtain Property & Casual Insurance Agent's License within first 3 months of employment

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

Proficiency in data management and administrative tasks

Strong organizational skills and keen attention to detail

Ability to work collaboratively in a team environment

Time management and workflow prioritizationEffective oral and written communication

Eagerness to learn and be engaged

WORKING AT SSP

Learn more about what we do : https : / / sspins.com /

We are Selfless , Stewards of our Partnerships .

We have a fantastic culture... https : / / www.youtube.com / watch?v=gOSuPIvJ2oQ

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

Georgia

Position

Client Service Assistant

Exempt / Non-Exempt

Non-Exempt

Open Date

2 / 6 / 2025

This position is currently accepting applications.

Apply for this job

Receive alerts for other Client Service Assistant job openings

Client Service Assistant

What are the responsibilities and job description for the Client Service Assistant position at Sterling Seacrest Pritchard, Inc?

What is the career path for a Client Service Assistant?

Sign up to receive alerts about other jobs with skills like those required for the Client Service Assistant.

Job openings at Sterling Seacrest Pritchard, Inc

Not the job you're looking for? Here are some other Client Service Assistant jobs in the Savannah, GA area that may be a better fit.

We don't have any other Client Service Assistant jobs in the Savannah, GA area right now.

AI Assistant is available now!