Tax Partner overseeing administrative and operational matters for EisnerAmper's Private Client Services practice. Drive efficiency and mentor leaders while ensuring alignment with firm strategy and economics.
About the role
- Client Service Representative handling renewals and support for clients in the insurance field. Collaborating with producers, managing documentation, and identifying process improvements within the insurance industry.
Responsibilities
- Assist in the renewal application processes for Specialty insurance products such as Jewelers Block and Pawn.
- Provide assistance to specific 1099 producers as needed, supporting their client service and sales activities.
- Collaborate with producers to understand client needs and preferences.
- Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems.
- Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
- Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.
Requirements
- High school diploma or equivalent; additional education or certification in insurance or related fields is a plus.
- 2+ years experience in insurance client service, support, or related roles preferred.
- Active Property & Casualty insurance license required.
- Industry designation preferred, such as CISR (Certified Insurance Service Representative) and/or CIC (Certified Insurance Counselor) preferred.
- Strong communication and interpersonal skills.
- Ability to work collaboratively with producers and other team members.
- Proficiency in using computer systems and office software.
- Detail-oriented with excellent organizational and time management.
Benefits
- Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
- Collaborative Culture : Work alongside talented, passionate peers who value ownership and continuous learning.
- Community & Giving : Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes.
- Great Place to Work® Certified : Join a team recognized for an environment of innovation and growth.
Job title
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