Business Insurance Client Advisor

About the role

As a Business Insurance Client Advisor, you will be accountable for managing a high-profile book of business that is complex to handle and generates substantial revenue critical to company operations.

Responsibilities

• Manage the renewal process for existing accounts.
• Provide insurance advice on technical aspects and service support for new and renewal business, ensuring client retention.
• Deliver communication and client service to both internal and external clients.
• Master the Sagitta Agency Management System and document management system.
• Mentor associates and engage in problem-solving, including abstract reasoning.
• Manage client accounts receivables and payables.
• Demonstrate strong time management and organizational skills.
• Pursue professional growth and development.

Requirements

• High school diploma or equivalent.
• Active and current Florida 2-20 insurance license.
• 5 years of account management experience within an insurance agency.
• Experience in a supervisory or team lead role.
• Strong proficiency in Microsoft Office Products.
• Excellent customer service skills with clear written and verbal communication.
• Thorough knowledge of insurance terminology, products, and their usage.

Preferred Qualifications

• Bachelor’s degree or higher.
• Experience with Sagitta and/or ImageRight.

We encourage candidates who meet most, but not all, of these qualifications to apply.

Benefits

• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Hybrid work arrangements.
• Charitable contribution match programs.
• Stock purchase opportunities.