Client Success Advisor - Insurance Agency

Farmers Mutual Hail Insurance Company SI • Remote, US,

1d

About The Position

Pledge Insurance Advisors (PIA), a Farmers Mutual Hail (FMH) company, is looking for a licensed or license-track insurance professional responsible for supporting an assigned book of business and delivering timely, accurate, and consultative service to clients. This role involves evaluating client requests, gathering underwriting information, preparing quotes and proposals, recommending appropriate coverage solutions under guidance, and collaborating with carriers, underwriters, producers, and internal team members to support new business, renewals, endorsements, certificates, claims coordination, and account retention.

Requirements

• Three or more years of insurance agency, carrier, customer success, account management or related client service experience.
• High school diploma required.
• Proficient with Microsoft Office programs especially Outlook, Excel, and Word.
• Requires sound judgment, urgency, attention to detail, and the ability to apply insurance knowledge to client-specific situations.
• Must obtain Property and Casualty and Crop Insurance License during first year in position; active license preferred at hire.
• Must obtain Crop insurance license within the first year in the position when required by assigned book of business.

Nice To Haves

• Associates or Bachelor’s degree in Risk Management, Business, Agriculture, or related field is preferred.
• Experience with agency management systems, specifically Applied Epic, is highly desired.
• Life and Health and/or Excess and Surplus licenses are a plus.

Responsibilities

• Manages day-to-day service activity for assigned accounts, including client inquiries, policy changes, certificates, billing matters, claims coordination, audits, inspections, cancellations, reinstatements, and related service needs.
• Serves as a licensed client contact by listening to client needs, gathering exposure information, identifying service issues, and recommending appropriate next steps within established agency standards.
• Prepares new business, renewal, endorsement, and account-rounding quotes using carrier portals, broker partners, and agency systems.
• Assists in preparing proposals, coverage summaries, premium comparisons, applications, binders, and other client-facing materials.
• Reviews policies, endorsements, binders, invoices, certificates, applications, and related documents for accuracy and consistency with client instructions.
• Communicates with underwriters and carrier partners to obtain quotes, clarify underwriting requirements, resolve eligibility questions, and secure approvals when needed.
• Supports producers and senior advisors in the new business and renewal process, including submission preparation, remarketing support, proposal development, and follow-up.
• Identifies potential coverage gaps, cross-sell opportunities, and account-rounding opportunities and elevate recommendations to the appropriate producer or senior advisor.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED