Risk Advisor - Commercial Lines

About the role

Contact leads in a timely manner
Gather information from insured and other sources to determine which companies to quote and place account with
Complete “Acord” or company specific applications
Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office
Present proposals to insureds
Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
Assist with financing options and determine pay plan
Check new business policies for accuracy
Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured’s accounts
Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
Keep P & C license active and increase insurance knowledge by attending continuing education classes
Attend office and company meetings as necessary
Handle other duties as necessary
Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA).

Responsibilities

• Contact leads in a timely manner
• Gather information from insured and other sources to determine which companies to quote and place account with
• Complete “Acord” or company specific applications
• Obtain quotes or assist marketing in obtaining quotes from underwriter personnel quoting in our office
• Present proposals to insureds
• Verify that all policies are bound with insurance companies in writing prior to or on the effective date of the policy
• Assist with financing options and determine pay plan
• Check new business policies for accuracy
• Contact insured as needed for collecting outstanding balances according to office procedures and maintain a current balance on all insured’s accounts
• Work with the customer service representative to insure that all renewals, endorsements, audits, cancellations, claims, finance agreements, certificates and other customer requests are handled in an accurate and timely manner according to the office procedures
• Keep P & C license active and increase insurance knowledge by attending continuing education classes
• Attend office and company meetings as necessary
• Handle other duties as necessary
• Obeys all applicable federal laws, rules, and regulations relating to Anti-Money Laundering (AML) including the Bank Secrecy Act (BSA)

Requirements

• Current P & C license
• Excellence in dealing with customers
• Professional appearance and attitude
• Strong people/interpersonal skills
• Knowledge of insurance forms
• Knowledge in insurance company operations
• Strong decision making ability
• Dependability and punctuality

Skills

• Current P & C license
• Excellence in dealing with customers
• Professional appearance and attitude
• Strong people/interpersonal skills
• Knowledge of insurance forms
• Knowledge in insurance company operations
• Strong decision making ability
• Dependability and punctuality

Bonus Points

• CIC or CPCU designation
• Insurance company relationships
• Other industry relationships
• Strong community relationships and areas of interest to complement insurance competency
• Ability to find new markets and develop underwriter rapport

What We Offer

• Excellent growth and advancement opportunities
• Competitive pay based on experience
• Health, vision, dental, and Employee Assistance Program
• Paid time off to include holidays, PTO, sick leave, and bereavement
• Profit Sharing
• Continuing education opportunities
• 401K & Employer Matching
• Tuition Reimbursement
• Paid Training Opportunities
• Paid Parental Leave
• Wellness Plan
• Volunteer Opportunities