Client Advisor, Signature Insurance
About The Position
The Client Advisor, Signature Insurance is dedicated to supporting the Signature Client Executive team, your strong customer service skills along with a high attention to detail are the keys to success in this role. This role is responsible for policy changes, remarket submissions (renewal and mid-term), proposal creation, corresponding with underwriters, managing and controlling administrative workflow, verifying and reviewing policy information and documentation for errors, advising brokers of errors and re-quest re-writes from underwriters, monitoring delays in documents to clients (internal or external), calling clients for payment reminders, taking client calls for pink cards, processing changes on broker portals, reviewing renewals and identifying missing coverages and setting up claims and following up with clients/adjustors on the status of claim.
Requirements
- 2+ years of related experience in the insurance industry with a strong working knowledge of personal lines products
- Alberta Level 1 General Insurance License with the desire to obtain Level 2
- High degree of professionalism and integrity
- Superior communication skills
- Committed to excellence in customer service and builds strong relationships at all levels
- Self-starter with strong organizational skills
- Skilled user of the Microsoft Office Suite of products, familiar with insurance customer relationship software
- Demonstrated accountability and reliability in the quality and timeliness of work
- Able to prioritize in a busy environment in order to meet tight deadlines
- Flexible and adaptable with proven problem-solving skills
- Works well within a team and independently
- Critical thinker with high attention to details
Nice To Haves
- Experience servicing Signature Insurance clients would be considered an asset
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management, or related discipline is an asset
- CIP designation is an asset
Responsibilities
- Policy changes
- Remarket submissions (renewal and mid-term)
- Proposal creation
- Corresponding with underwriters
- Managing and controlling administrative workflow
- Verifying and reviewing policy information and documentation for errors
- Advising brokers of errors and re-quest re-writes from underwriters
- Monitoring delays in documents to clients (internal or external)
- Calling clients for payment reminders
- Taking client calls for pink cards
- Processing changes on broker portals
- Reviewing renewals and identifying missing coverages
- Setting up claims and following up with clients/adjustors on the status of claim
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
