Description
The Select Client Service Advisor role is responsible for day-to-day account management for small to mid-sized clients. This role works to develop ongoing relationships with clients by supporting and facilitating sales, policy changes and claims.
WHAT YOU WILL DO:
- Promotes customer retention by providing #peoplefirst customer service by maintaining solid business-to-business relationships
- Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
- Remarkets accounts as needed
- Secures quotes for new business opportunities
- Maintains orderly electronic files and information in accordance with agency standards
- Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
- Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base
WHAT YOU WILL ENJOY ABOUT BEING AN ASSOCIATE:
- Competitive compensation package- salary + quarterly incentives
- Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
- 401(k) match
- Paid Time Off
- Security of working for a stable, independent agency with a defined path for internal succession
- A supportive team environment that celebrates success
Requirements
WHAT YOU WILL BRING:
- Current Property & Casualty license (or ability to obtain in the first 60 days of employment)
- Well versed and has general knowledge of standard concepts, practices, and procedures in the insurance industry