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Commercial Lines Client Advisor

Commercial Lines Client Advisor

Independent Insurance Agents of North CarolinaColumbia, SC, US
2 days ago
Job type
  • Full-time
Job description

Client Advisor

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client relationships.

Responsibilities

  • Completes the application process for new and renewal business, including following through with the customer and carrier to ensure an efficient and timely process.
  • Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to the client with appropriate correspondence.
  • Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions, and exposures. Works with the client to design an insurance plan based on this information.
  • Solicits additional lines of business and referrals, and completes submissions and markets with core carriers, when possible.
  • Reviews policy audits for accuracy and works with the customer and company to facilitate corrections.
  • Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations.
  • Sets up customer access to Zywave and assists with questions.
  • Prepares summaries of insurance, schedules, and proposals.
  • Works with the client on policy cancellations and aged receivable issues.
  • Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.

Qualifications

  • Holds and maintains a NC Insurance Agent license. Prior experience as a Client Associate or similar position.
  • Minimum high school graduate. College degree and / or commercial insurance experience and industry designations preferred.
  • Customer focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers.
  • Builds collaborative relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers.
  • Thoroughness and reliability. Ensuring that the work product is timely, accurate, and complete.
  • Clear and persuasive communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others.
  • Technical expertise. The ability to demonstrate a depth of coverage knowledge and business acumen.
  • Professionalism. Thinks carefully about the likely effects on others of one's words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question.

    • Benefits / Perks

  • Competitive Pay and Benefits
  • Professional Development
  • Job Stability in a growing industry

    • Flexible work from home options available.

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    Client Advisor Commercial Lines • Columbia, SC, US