Client Service Advisor

The Commercial Team at CS&A Insurance is looking to add a Client Service Advisor to our team in Franklin, TN. The goal of a Client Service Advisor is to deliver exceptional client support across a wide range of insurance products. In this role, the Client Service Advisor will work with a designated Account Manager within our Commercial Team to ensure a seamless client experience by managing accounts through our agency management software, addressing client needs, and collaborating with internal teams to maintain organized and prioritized workflows.

What Success Looks Like:

• Maintaining strong relationships with Account Managers, Producers, and Carriers through clear and consistent communication across phone, email, and other platforms.

• Effectively utilizing our agency management software to accurately process and store all client documentation, including policy details and endorsements.

• Assisting Account Manager with client inquiries, account updates, and policy renewals.

• Collaborating with teams to facilitate smooth client onboarding and support.

• Acting as a liaison between Account Manager and Carriers to ensure timely and accurate service delivery.

• Assisting with claims processing and documenting through office management system

• Providing support by addressing concerns, answering questions, and coordinating service needs as directed.

• Staying up to date on products and internal procedures to continuously improve client service.

Skills for Success:

• Excellent written and verbal communication skills.

• Ability to multitask, prioritize, and manage client interactions in a fast-paced environment.

• Familiarity with digital tools and software for client management.

• Strong attention to detail with a proactive problem-solving approach.

• Passion for delivering first-class client service and helping others succeed.

• Basic knowledge/experience with an agency management system preferred.

• College Degree preferred.

• Property & Casualty License/Insurance experience is preferred.

Hours 8:00AM to 5:00PM, Monday-Friday in office

Benefits include medical, dental, vision, 401K, PTO and paid holidays.  In-house continuing education is provided and opportunities for bonus compensation based on performance.  Positive work environment.  Leadership that will invest in your growth.