Personal Insurance Advisor

Overview We are looking for a Personal Insurance Advisor to join our growing Account Managed Clients team.

What You’ll Do Here

Service ongoing client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals

Sell new policies/write new business to existing or new clients, retain existing book of business

Quote new business through outbound call initiatives, introductory letters and receive walk-in clients

Contact Underwriters and Adjusters to discuss guidelines and policy

Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals

Keep current on underwriting rules and workflow processes

Actively participate in training initiatives

Participate in community marketing initiatives

Process Account Receivable activities

Provide guidance...