Job Description

If you are looking to work for a well-established, best in class insurance agency, then apply today because we are hiring! Come join an agency that is committed to helping our clients choose the best insurance coverage to meet their needs while providing every customer with the all-star service they deserve! If you are hard-working and empathetic then the role as Insurance client advisor is for you!

Benefits

Health Insurance

Paid Holidays

Base Salary with Commissions 

Paid Time Off (PTO)

Dental Insurance

Holidays Off

Simple IRA

Performance Bonuses

Telecommuting

Responsibilities

• Service assigned Commercial-Lines accounts.
•  Handle Court bond calls and renewals
• Handle phone calls, emails and faxes, and document all such activity and interactions in a clear and concise manner.
• Assisting with the Renewal Certificate Process. Sending client certificate holder list 60 days prior to renewal. Following up at 45 days for any updates, additions or deletions. Processing renewal certificates and submitting endorsements as needed as a result of the certificate process.
• Preparing additional insured endorsement forms – CG2010, CG2037, CG2404, etc.
• Monitoring cancellation notices for non-payment of premium and following up to see if the payments have been posted to the carriers.
• Data entry into Agency Management System, Accord Forms, Carrier website portals, Marketing Systems, etc.
• Discuss & negotiate accounts with underwriters & wholesalers.
• Process customer policy change requests.
• Secure all Trailing Documents from customers.
• Handle all incoming claim calls from customers.
• Complete Evidence of Insurance requests.
• Take premium payments from customers.
• Thoroughly understand and follow all underwriting, rating and compliance requirements.
• Maintain knowledge of new products.
• Generating insurance quotes.
• Provide exceptional customer service.
• Be outstanding at relationship building.
• Maintain client relationships with follow up phone calls.
• Claims follow up calls.
• Provides on-going support to insurance clients as needed.
• Stay up-to-date on industry market trends and best practices

Requirements

• Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
• Possess an upbeat, positive and enthusiastic attitude.
• Be a great self-starter with a sense of urgency.
• Proficiency to multi-task, follow-thru and follow-up.
• Excellent Communication/interpersonal skills.
• Problem-Solving Capabilities.
• Property & Casualty insurance license is required.
• Minimum 3-5 years Commercial Account Management experience required.