Signature Account Advisor

HomeServices of America•Cherry Hill Township, NJ

1d•$28 - $35

About The Position

TO PROVIDE DAY-TO-DAY SERVICE AND SUPPORT TO SPECIFICALLY ASSIGNED NEW AND EXISTING CLIENTS IN THE AFFLUENT SEGMENT OF THE AGENCIES BUSINESS SUCH THAT OBJECTIVES FOR PROFITABILITY AND GROWTH ARE MET. TO HELP EDUCATE PRODUCERS ON THIS AFFLUENT SEGMENT AND ASSIST WITH THE PLACEMENT OF THEIR NEW BUSINESS.

Requirements

Associate degree or equivalent work experience and knowledge with high-net-worth personal insurance.
A minimum of five years successful servicing experience with independent agency (or equivalent) ideally in the high-net-worth personal insurance space.
Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes for this specialized segment of our business.
Thorough knowledge of all personal lines insurance products in the high-net worth space especially those represented through HomeServices Insurance.
Excellent analytical, problem-solving, and decision-making skills.
Excellent oral, written, and interpersonal communication skills.
Proven automation, time management, and organizational skills.
Familiarity with risk assessment and risk management techniques.
Property and Casualty License

Nice To Haves

Knowledge of the real estate, title, and/or mortgage businesses preferred.
Familiarity with transactional (T-filing) and electronic (e-Filing) environments preferred.
Completion of INS, ACSR, CISR and/or APO or related insurance designations preferred.

Responsibilities

Support sales programs and long-range objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.
Coach, educate and support Producers in structuring and submitting high-net worth business to our select group of carriers for underwriting and pricing.
Partner with Producers in presenting quotes to prospective customers and answering coverage and pricing questions.
Research and answer clients’, Producers’ and carriers’ calls and emails.
Advise clients regarding insurance coverage and risk management issues.
Process policy changes, renewals, and cancellations.
Handle claims and billing inquiries.
Foster and maintain good working relationships with Agency Producers and insurance company underwriters.
Perform annual account reviews for each assigned client and present findings and option in-person, via Teams or over the phone depending on the clients’ preference.
Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages.
Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to VP insurance operations.
Perform any additional responsibilities as requested or assigned.