Client Advisor, Signature Insurance
About The Position
The Client Advisor, Signature Insurance is dedicated to supporting the Signature Client Executive team. This role requires strong customer service skills and a high attention to detail. The position is responsible for managing 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 requesting 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 claims.
Requirements
- 2+ years of related experience in the insurance industry with a strong working knowledge of personal lines products
- BC Level 2 General Insurance License
Nice To Haves
- Experience servicing Signature Insurance clients
- Post-secondary degree/diploma/certificate in Business, Sales/Marketing, Risk Management, or related discipline
- CIP designation
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 requesting 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
- Following up with clients/adjustors on the status of claim
Benefits
- Comprehensive group benefits
- Opportunity to become an owner
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
