Client Advocate

Job Description

Job Summary :

We are seeking to add a Client Advocate position to our Chivaroli team! The Client Advocate will provide various technical and administrative support to Senior Managers and other Chivaroli staff members including creating insurance related documentation to be presented to insurance carriers, clients, and prospects, binding documents and proposal, processing insurance certificates, answering phones, and other various duties as requested.

Major Responsibilities and Duties :

• Provide administrative and technical support to the Chivaroli team including but not limited to faxing, filing, copying, answering phones, editing, formatting and proofreading documents
• Answer incoming phone calls in a prompt and professional manner
• Project a professional company image through in-person and phone interaction
• Input quotation information, formatting, and binding proposals
• Converse with clients and insurance carrier representatives regarding policy renewals, policy amendments, coverage terms and conditions, certificate of insurance and other insurance related matters
• Complete various analysis projects as assigned
• Update and maintain policy information in agency management system
• Develop a foundation of knowledge regarding the insurance industry in general, specific coverage lines offered by the Company, as well as the Company’s unique business practices and procedures
• Perform other duties and projects as assigned by management, President, or other team members

Qualifications : Qualifications

Education / Certifications :

Skills and Abilities Required :

Additional Information

Please see our company Benefits :

Compensation : $65,000-75,000 annually

Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies : Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Compensation :

$65,000-$65,000 per year