Client Advocate

2 weeks ago

Neenah, Wisconsin, United States Jewelers Mutual Group Full time
SummaryThe Client Advocate oversees end-to-end renewals, manages client relationships, and supports daily client inquiries.

This position involves working closely with clients to understand their unique risk profiles, needs, and goals so that our agency can provide proactive guidance and tailored solutions.

This role requires a licensed individual, with advanced industry designations preferred (CIC, CPCU, CRM, etc.).

WHY JM:


We are a financially secure, exceptionally positioned, and intellectually curious company driven by our core values of Agility, Accountability and Relevancy We continue to raise the tide of the jewelry industry we've served since 1913 through our innovative people, our unyielding customer commitment, and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package, office locations throughout the United States, and a mantra of "making your mark today", consider evolving your career and shining bright with Jewelers Mutual GroupEssential Duties and Responsibilities include the following.

Other duties may be assigned.

Portfolio Management:

Own client relationships within small-to-mid revenue tiers, serving as the primary point of contact for clients, delivering exceptional service and support throughout the renewal process and beyond.

Explore clients' other business operations to become their holistic insurance agent of choice.

Client Relationship Management:
Provide excellent service to policyholders, solving problems promptly and becoming a resource for policy questions and requests. Develop and maintain long-term relationships with clients, serving as a trusted advisor. Understand their evolving needs and provide personalized solutions to meet their insurance objectives.

Negotiate with carriers to secure the best possible coverage and pricing for clients, considering their specific requirements and risk profiles.

Maximize opportunities to educate clients about loss prevention and security strategies, product features, and carrier underwriting recommendations.

Risk Analysis and Program Design:

Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals.

Conduct coverage gap analyses to advise clients of potential exposures and solutions, resulting in the addition of necessary lines of business.


Carrier and Underwriter Relationship Building:
Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients. Maintain open communication channels to facilitate smooth transactions and address any issues promptly.

System and Policy Compliance:
Maintain accurate client records, policy documentation, and renewal schedules. Process policy endorsements, amendments, and other administrative tasks accurately and efficiently. Assist with maintaining compliance with industry regulations and agency standards.

Process Improvement:
Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery

Confidentiality:
Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leadership ResponsibilitiesNoneQualificationsHigh school diploma required; Bachelor's degree preferred2-4 years customer service experience required5+ years of insurance industry experience preferredProperty/Casualty Insurance Agent License requiredAdvanced industry designations preferred (CIC, CPCU, CRM, etc.)Strong communication and problem-solving skillsProficiency in MS Word, Excel, and OutlookCertificates, Licenses, RegistrationsActive Property & Casualty insurance license requiredPhysical RequirementsProlonged periods sitting at a desk and working on a computer.

Occasionally required to stand; walk; use hands to finger, handle, or touch objects or controls; and talk or hear.

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