Job Type
Full-time
Description
The Personal Insurance Client Advisor performs the necessary functions associated with servicing clients at the highest level possible for either an Account Executive or House-driven book of business by:
- Meeting service and retention requirements and performing essential functions to the quality standards set by the agency
- Managing assigned book of business
- Monitoring and managing expiration reports
- Quoting and processing renewals, reinstating policies, and requoting as necessary
- Actively working to round accounts and generate referral business
- Reporting and managing potential and active claims
- Thorough and timely communication with Client Associate to insure excellent client experience
- Processing payments when necessary
- Following company and divisional SOP’s regarding the Agency Operating System
- Handling Client emergencies promptly and appropriately
- May work as a team member with an Account Executive to service, retain & round a book of business.
- May provide support to the Account Executive in analyzing client needs, coverage forms and quotations
- Assisting with other projects as needed
Requirements
Required Skills/Abilities:
- Excellent communication and interpersonal skills
- Proficient in Outlook and EPIC
- Strong problem-solving skills
- Ability to work independently
- Organized and timely
- Acceptable results of pre-employment background screening
Education and Experience:
- Active North Carolina Property & Casualty license
- 1+ years of experience as a licensed Personal Insurance professional
- Must have or be willing to obtain designations as determined by your director
Salary Description
$40,000 - $65,000 per year