Job Summary:

The Client Advisor will use their knowledge and expertise to perform the necessary functions associated with servicing clients at the highest level possible. The Client Advisor may work with a book of business associated with an Account Executive or with a House-driven book. They will meet or exceed the servicing, sales, and renewal timeline requirements to provide the exemplary experience our clients rely on.

Responsibilities:

•  Prepare and submit requests for proposals (RFP) to insurance carriers
•  Request/compile client census for RFP’s
•  Review and analyze quotes received from carriers
•  Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients
•  Audit spreadsheets for fellow Client Advisors as needed
•  Prepare employee communication and educational materials for clients
•  Prepare Open Enrollment materials, including Benefit Guides, for clients
•  Respond promptly and professionally to client service needs to ensure retention of existing clients
•  Follows all company and divisional SOPs regarding the Agency Operating System
•  Process new hire enrollments and employee terminations with the carriers
•  Complete carrier policy changes, including employer applications and new enrollments
•  Oversees entire implementation processes with carrier changes from start to finish
•  Perform contract review with respect to insurance requirements
•  Review newly issued policies for accuracy before delivery to clients
•  Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers
•  Maintain certifications and complete assigned training goals
•  Maintain and grow knowledge of changes in Life & Health insurance industry
•  Perform other duties as assigned 

Required Skills/Abilities:

•  Excellent communication and interpersonal skills
•  Proficient in Microsoft Office, Outlook, and EPIC
•  Strong problem-solving skills
•  Ability to work independently
•  Organized, detail-oriented, and timely

Education and Experience:

•  Active North Carolina Life & Health license
•  2 + years of experience as a licensed Life & Health Insurance professional
•  Must have or be willing to obtain designations/certifications as required by director