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Personal Lines Client Advisor
4 months ago
About Patriot : Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 26th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 1,800 employees operating in 135 locations across 27 states, Patriots collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.
About FB Insure : FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. Fbinsure is a proud partner agency of Patriot Growth Insurance Services.
Overview : The Personal Lines Client Advisor is a senior position for a seasoned insurance professional. This position provides guidance and support to other team members on the PL Client Advisor team and is responsible for assessing each client’s risk and determining if the coverages and policies in place are sufficient to accommodate the client’s needs. This position is an integral part of the agency’s client retention program and requires a critical eye and a vast array of carrier and coverage knowledge to identify potential gaps in coverage.
This is a full-time position reporting to our office in Providence, RI. This position has the potential for remote work after training is completed.
Primary Job Responsibilities :
Proactively engage with clients to offer personalized advice on optimizing their insurance coverage and policies for enhanced protection.
Conduct thorough consultations with clients 30 to 40 days prior to policy renewals, ensuring their needs are met efficiently and effectively.
Consistently achieve renewal review goals and daily proactive call targets to deliver exceptional service and maintain client satisfaction.
Prioritize and fulfill reactive service requests related to policy renewals promptly and accurately, demonstrating commitment to client needs.
Identify and address significant premium increases by reviewing and strategically remarketing client accounts for optimal coverage and cost savings.
Evaluate the MPIUA book of business to identify opportunities for remarketing and improving coverage options for clients.
Proactively reach out to clients who have not had recent agency interactions to foster stronger client relationships and address potential needs.
Collaborate with the Customer Service Management (CSM) team by assisting with overflow calls and providing valuable support to team members as required.
Requirements :
Experience:
Required:
3+ years of experience in the Property & Casualty (P&C) commercial lines industry in an account management role.
Preferred:
Additional experience in related fields such as sales, marketing, or business administration.
Education:
Required:
High School Diploma/GED.
Preferred:
Bachelor’s Degree in Sales, Marketing, Business Administration, or a related field.
Licenses/Certifications:
Required:
Professional Property & Casualty Insurance License.
Preferred:
Additional industry designations such as Certified Insurance Counselor (CIC), Certified Insurance Service Representative (CISR), Certified Professional Insurance Agent (CPIA), or similar certifications.
Additional Skills/Notes:
Proficient in Microsoft Office Suite.
WHY PATRIOT?
Patriot offers the opportunity to be a part of a fast-growing company at its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.
In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:
Medical, Dental, and Vision Benefits
Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
Company paid Short-Term Disability, Long-Term Disability and Group Term Life
Company paid Employee Assistance Program
Paid holidays
Personalized PTO
401 (k)
Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.
This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com .
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