Client Specialist at CNA

| Lake Mary
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Job Summary
Under general supervision services all aspects of an agent's small commercial book of business by dealing directly with the Insured (client) to alleviate the responsibility of client servicing from agency personnel. This includes responding to service requests counseling on coverage making changes to existing accounts and selling new or enhanced business. This is a licensed position.
Essential Duties & Responsibilities
  1. Performs a combination of duties in accordance with departmental guidelines:
  2. Analyzes and completes complex policy transactions for all coverage lines within the required timeframes.
  3. Identifies or anticipates customer needs and recommends solutions and monitors results.
  4. Counsels client on coverages by interpreting coverage identifies gaps and recommends solutions.
  5. Regularly communicates with policyholders to convey commercial insurance products and coverage recommendations to prevent the potential for agent's errors and omissions.
  6. Identifies sales opportunities and uses consultative selling skills to write new business cross-sell coverages round accounts and to handle customer objections.
  7. Listens to the needs and concerns of the clients and works with team members to achieve mutual goals.
  8. May participate in setting pricing strategies and class of business for assigned territory.
  9. Maintains licenses by taking continuing education courses.
  10. Stays up to date on assigned territory the rules and regulations in the territory to handle customer's servicing and overall insurance needs.
  11. May underwrite low risk accounts within limited underwriting authority.
  12. May train and mentor less experienced staff.

Reporting Relationship
Supervisor or above
Skills Knowledge and Abilities
  1. Good understanding of insurance industry its products and services.
  2. Sound understanding of commercial lines and insurance contracts and how it applies to business development and determining business opportunity.
  3. Strong verbal and written communication skills with the ability to effectively interact with internal and external business partners.
  4. Customer service focus and ability to resolve issues and problems.
  5. Results-oriented with the ability to work within fast-paced environment and to sell insurance coverages.
  6. Knowledge of Microsoft Office Suite as well as other business-related software.

Education and Experience
  1. Associates degree or equivalent work experience
  2. Typically a minimum four years experience of commercial lines including good understanding of Auto WC General Liability and Property coverages.
  3. 220 license preferred, or ability to obtain licensure within 3 months of hire

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What are CNA Perks + Benefits

CNA Benefits Overview

One of the many advantages of working at CNA is the benefits program we offer you and your eligible dependents,
beginning on the first day of your employment. The program features a variety of plans that provide health care
benefits, well-being, disability and survivor protection, and 401(k) savings, among others. Below are highlights
of the offerings.

Volunteer in local community
Partners with Nonprofits
Friends outside of work
Open door policy
Team owned deliverables
Group brainstorming sessions
Open office floor plan
Dedicated Diversity/Inclusion Staff
Diversity Employee Resource Groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Retirement & Stock Options Benefits
401(K) Matching
Company Equity
Employee Stock Purchase Plan
Performance Bonus
Match charitable contributions
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Adoption Assistance
Vacation & Time Off Benefits
Generous PTO
Paid Holidays
Paid Sick Days
Perks & Discounts
Relocation Assistance
Professional Development Benefits
Job Training & Conferences
Tuition Reimbursement
Diversity Program
Lunch and learns
Online course subscriptions available

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