Client Advocate

Wexler Insurance Agency - Jewelers Mutual Group • Neenah, WI

241d

About The Position

The Client Advocate oversees end-to-end renewals, manages client relationships, and supports daily client inquiries. This position involves working closely with clients to understand their unique risk profiles, needs, and goals so that our agency can provide proactive guidance and tailored solutions. This role requires a licensed individual, with advanced industry designations preferred (CIC, CPCU, CRM, etc.). We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy! We continue to raise the tide of the jewelry industry we've served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve. With a generous benefits package, office locations throughout the United States, and a mantra of “making your mark today”, consider evolving your career and shining bright with Jewelers Mutual Group!

Requirements

• High school diploma required; Bachelor's degree preferred.
• 2-4 years customer service experience required.
• 5+ years of insurance industry experience preferred.
• Property/Casualty Insurance Agent License required.
• Advanced industry designations preferred (CIC, CPCU, CRM, etc.).
• Strong communication and problem-solving skills.
• Proficiency in MS Word, Excel, and Outlook.
• Active Property & Casualty insurance license required.

Responsibilities

• Own client relationships within small-to-mid revenue tiers, serving as the primary point of contact for clients, delivering exceptional service and support throughout the renewal process and beyond.
• Explore clients' other business operations to become their holistic insurance agent of choice.
• Provide excellent service to policyholders, solving problems promptly and becoming a resource for policy questions and requests.
• Develop and maintain long-term relationships with clients, serving as a trusted advisor.
• Understand clients' evolving needs and provide personalized solutions to meet their insurance objectives.
• Negotiate with carriers to secure the best possible coverage and pricing for clients, considering their specific requirements and risk profiles.
• Maximize opportunities to educate clients about loss prevention and security strategies, product features, and carrier underwriting recommendations.
• Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals.
• Conduct coverage gap analyses to advise clients of potential exposures and solutions, resulting in the addition of necessary lines of business.
• Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients.
• Maintain open communication channels to facilitate smooth transactions and address any issues promptly.
• Maintain accurate client records, policy documentation, and renewal schedules.
• Process policy endorsements, amendments, and other administrative tasks accurately and efficiently.
• Assist with maintaining compliance with industry regulations and agency standards.
• Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

Benefits

• Generous benefits package.
• Office locations throughout the United States.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Bachelor's degree