Insurance Agent

About the role

Pledge Insurance Advisors, a Farmers Mutual Hail (FMH) company, seeks a Client Success Advisor to support an assigned book of business and deliver timely, accurate, and consultative service to clients.

Responsibilities

• Manages day-to-day service activity for assigned accounts, including client inquiries, policy changes, certificates, billing matters, claims coordination, audits, inspections, cancellations, reinstatements, and related service needs.
• Serves as a licensed client contact by listening to client needs, gathering exposure information, identifying service issues, and recommending appropriate next steps within established agency standards.
• Prepares new business, renewal, endorsement, and account-rounding quotes using carrier portals, broker partners, and agency systems.
• Affords assistance in preparing proposals, coverage summaries, premium comparisons, applications, binders, and other client-facing materials.
• Reviews policies, endorsements, binders, invoices, certificates, applications, and related documents for accuracy and consistency with client instructions.
• Communicates with underwriters and carrier partners to obtain quotes, clarify underwriting requirements, resolve eligibility questions, and secure approvals when needed.
• Supports producers and senior advisors in the new business and renewal process, including submission preparation, remarketing support, proposal development, and follow-up.
• Identifies potential coverage gaps, cross-sell opportunities, and account-rounding opportunities and elevates recommendations to the appropriate producer or senior advisor.

Requirements

• Experience: Three or more years of insurance agency, carrier, customer success, account management or related client service experience.
• Education: Associates or Bachelor’s degree in Risk Management, Business, Agriculture, or related field is preferred (high school diploma required).
• Skills: Proficient with Microsoft Office programs especially Outlook, Excel, and Word. Experience with agency management systems, specifically Applied Epic, is highly desired.
• Requires sound judgment, urgency, attention to detail, and the ability to apply insurance knowledge to client-specific situations.
• Licenses or Certifications: Must obtain Property and Casualty and Crop Insurance License during first year in position; active license preferred at hire. Must obtain Crop insurance license within the first year in the position when required by assigned book of business. Life and Health and/or Excess and Surplus licenses are a plus.

Benefits

The position is not eligible for sponsorship for work authorization by Farmers Mutual Hail Insurance Company of Iowa. Applicants must be legally authorized to work in the United States.