Client Service Assistant

Join to apply for the Client Service Assistant - October 2025 role at Sterling Seacrest Pritchard

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Join to apply for the Client Service Assistant - October 2025 role at Sterling Seacrest Pritchard

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

• 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

• Report any inconsistencies and errors to account servicer and follow up to correct them
• Check all policies against client requests and communicate any discrepancies

• 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 Mod Master and provide options and projections as needed

• 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

• 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

• 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 prioritization
  
  Effective oral and written communication
• Eagerness to learn and be engaged

• 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

• Seniority level
  
  Entry level

• Employment type
  
  Contract

• Job function Other
• Industries Insurance

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