Commercial Lines Client Advisor

Client Advisor

The Client Advisor is responsible for delivering the best possible service experience to both current and prospective clients. Client Advisors promote, foster, and manage both new and current client relationships.

Responsibilities

• Completes the application process for new and renewal business, including following through with the customer and carrier to ensure an efficient and timely process.
• Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to the client with appropriate correspondence.
• Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions, and exposures. Works with the client to design an insurance plan based on this information.
• Solicits additional lines of business and referrals, and completes submissions and markets with core carriers, when possible.
• Reviews policy audits for accuracy and works with the customer and company to facilitate corrections.
• Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations.
• Sets up customer access to Zywave and assists with questions.
• Prepares summaries of insurance, schedules, and proposals.
• Works with the client on policy cancellations and aged receivable issues.
• Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings.

Qualifications

Benefits / Perks

Flexible work from home options available.