Personal Insurance Client Advisor

Responsibilities

• Work in a team environment with all members of the Personal Insurance department.
• Build relationships with clients and take ownership of account activities.
• Handle policy changes, renewals, and claims processing.
• Advise clients on comprehensive coverage and value proposition.
• Conduct coverage and exposure reviews with existing clients.
• Call out to new clients within 30-45 days of their new business effective date.
• Determine and address outstanding issues with clients.
• Contact carriers for rate relief options and coverage reinstatement.
• Quote and issue mid-term rewrites as needed.
• Review and discuss renewal increases with management.
• Contact clients who have cancelled or requested cancellation of their insurance policy.
• Communicate with insurance company underwriters to resolve issues.
• Document all interactions and maintain client contact information.
• Handle routine service matters when necessary.
• Stay informed on insurance coverage issues and participate in seminars.
• Maintain proficiency in relevant laws, regulations, and company policies.

Qualifications

• High School Diploma or Equivalent, with College Degree Preferred.
• At least 1-3 years of Insurance Experience.
• Professional Certifications/Licenses: Property & Casualty Agents/Brokers License.
• Strong customer service experience.
• Ability to use menu-driven software and manage multiple tasks.
• Good organizational skills.
• Age 18 or older.