5 Jobs in Orland, IL
Dahl Consulting is Hiring an Assistant Client Manager Near Orland, IL
- Worksite Location: Orland Park, IL
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
- 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
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!
Job Summary
Full Time
Business Services
$58k-77k (estimate)
06/23/2024
07/19/2024
dahlconsulting.com
LE SUEUR, MN
25 - 50
2007
Private
LEROY DAHN
<$5M
Business Services
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The job skills required for Assistant Client Manager include Onboarding, Work Ethic, Consulting, etc. Having related job skills and expertise will give you an advantage when applying to be an Assistant Client Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Assistant Client Manager. Select any job title you are interested in and start to search job requirements.
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