Client Advisor, Commercial Insurance
About The Position
As a Client Advisor, you have a strong foundation in commercial insurance, keen attention to detail, and a results-driven approach. Reporting to the Team Leader, Commercial Insurance, you are responsible for retaining a book of business and servicing commercial insurance policies tailored to mid-market clients. In this role, you will advise clients on appropriate coverage solutions and develop and maintain strong relationships with both insurers and clients to support long-term success. Your commercial insurance expertise, attention to detail, and commitment to exceptional customer service are key to succeeding as a Client Advisor, Commercial Insurance.
Requirements
- 5+ years of related and progressive experience in the insurance industry with a strong working knowledge of commercial insurance products
- RIBO license required
- Skilled user of the Microsoft Office Suite of products
- Demonstrated accountability and reliability in the quality and timeliness of work
- Critical thinker with strong attention to details
Nice To Haves
- CIP or CAIB designation, or working towards is considered an asset
- Experience in an insurance brokerage
- Experience with insurance document management software is an asset
Responsibilities
- Compiling renewal information, negotiating renewal terms, and preparing all other aspects of renewals
- Comparing quote options for multiple carriers and presents coverage comparison as needed
- Ensuring renewals are completed 60 days in advance
- Reviewing policies to identify coverage gaps, makes recommendations based on clients’ operations, exposures and need
- Producing pink cards and certificates of insurance, schedules, and claims reporting
- Maintaining appropriate and clear documentation in agency management systems including policy details, activities and attachments, spreadsheets
- Assisting in negotiating renewal terms & developing growth
- Clearly understanding how their actions can positively or negatively affect relationship with our customers, carriers, and coworkers
- Participating in ongoing scheduled meetings with team to discuss accounts, renewals and day to day service needs and opportunities
- Participating in seminars, classes, and webinars for skill and knowledge developments
- Other duties and responsibilities as assigned
Benefits
- Opportunity to become an owner
- Comprehensive group benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
