Assistant Client Manager

We are seeking a detail-oriented and proactive Assistant Client Manager to join our team at Reseco Advisors. As an Assistant Client Manager, you will play an essential role in supporting the Client Managers in servicing and managing our commercial insurance clients.

In this role, you will be responsible for assisting with day-to-day client activities, responding to client inquiries, preparing documents, and providing general administrative support to the Client Managers. You will have the opportunity to work closely with our clients and internal teams to ensure exceptional service delivery.

Responsibilities:

Assist Client Managers with managing client accounts and requests

Respond to client inquiries and provide prompt and accurate information

Prepare and maintain client documentation, including certificates of insurance and endorsements

Coordinate and schedule meetings and client presentations

Assist with gathering and organizing data for client renewals and new business submissions

Requirements

For this specific role, we would like you to have:

At least 1-2 years of experience in a similar role in the commercial insurance industry

Strong attention to detail and organizational skills

Excellent written and verbal communication skills

Proficiency in MS Office Suite, including Word, Excel, and Outlook, Applied EPIC preferred

Ability to work effectively in a fast-paced, deadline-driven environment

Client-focused mindset and a commitment to providing exceptional service

Benefits

You'll also receive

Unlimited PTO

Healthy bonus structure

Employee Benefit Incentive dollars

Immediate eligibility in our 401k

Starting Salary $45000-$60000/annually