VIP Account Advisor

HomeServices of America•New Brighton, MN

1d•$25 - $31

About The Position

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met.

Requirements

High School Diploma or equivalent work experience and knowledge.
Five years successful servicing experience with independent agency (or equivalent).
Property and Casualty License
Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes.
Thorough knowledge of all personal lines insurance products 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.

Responsibilities

Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.
Support Sales team for new business.
Research and answer calls and emails from clients, producers, carriers and third parties.
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
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 the department manager.
Perform any additional responsibilities as requested or assigned.