Insurance - VIP Account Advisor

Job Duties and Responsibilities

• Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.
• Support Sales team for new business.
• Research and answer calls and emails from clients, producers, carriers and third parties.
• Advise clients regarding insurance coverage and risk management issues.
• Process policy changes, renewals, and cancellations.
• Handle claims and billing inquiries.
• Foster and maintain good working relationships with Agency Producers and insurance company underwriters.
• Perform annual account reviews for each assigned client.
• Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages.
• Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager.
• Perform any additional responsibilities as requested or assigned.

Qualifications

• Education: High School Diploma or equivalent work experience and knowledge.
• Experience: Five years successful servicing experience with independent agency (or equivalent).
• Knowledge and Skills: Current Property and Casualty License, Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes, Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance, Excellent analytical, problem-solving, and decision-making skills, Excellent oral, written, and interpersonal communication skills, Proven automation, time management, and organizational skills, Familiarity with risk assessment and risk management techniques.

Pay

$26.00 - $32.40 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan, based on financial results.

Benefits

• Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)