Client Advisor - Personal Insurance - Colby Insurance Group : Job Details

Join an amazing team of local insurance professionals at a growing, family-owned insurance agency. We are always looking for exceptional talent and would love to hear from you. We offer full benefits and competitive pay. Enjoy earned PTO and 13 paid holidays per year. Only apply if you are a licensed agent in New Hampshire or Vermont.

GENERAL DESCRIPTION

Proactively review accounts and reach out to clients to advise them on what coverages and policies will best protect them.

• Review accounts and consult with clients 45 days prior to renewal
• Meet goals set by management
• Complete reactive service renewal request in a timely manner
• Review and remarket accounts with large premium increases
• Review book of business for potential remarketing as determined by management
• Reach out to clients who have not had recent agency contact
• Handle all Surplus Lines renewals
• Any other tasks the Management Group may assign

EDUCATION:

Client Advisor is expected to maintain their broker's license, pursue certifications and professional designations in accordance with their role, and attend seminars to keep abreast of industry changes.

SKILLS:

Excellent communication skills are essential for a Client Advisor as this position requires communicating with clients and carriers. Attention to detail, determination to complete a task and ability to prioritize workload is essential. Individuals must be able to manage their own workload and balance competing demands. Client Advisor must have an extensive knowledge of our current carriers and excel in the use of PLRater and other rating software.

Accurate and consistent documentation skills are a must, and it is imperative that workflows are followed. Educating clients on coverages and gaps in their policies is of utmost importance. This position requires that the team member become well versed in our common and specialized markets to better serve our clients. Rating and remarketing accounts that meet the remarket criteria set by management must be done thoroughly and efficiently.

EXPERIENCE:

This is a senior level position and requires a college degree, or high school diploma with at least 5 years of experience in the insurance industry. All candidates must have their P&C license to be considered for this position.

Position Specifications:

• Hours 8:00 to 4:30 PM Monday – Friday (not restricted to a certain branch)
• Strong work ethic and ability to work independently
• Teamwork is essential as this position requires the CA to assist other members of the department when needed for the benefit of the client experience