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Personal Insurance Client Advisor

2 months ago

Rochester, New York, United States Avance Consulting Full time
Job Overview

Avance Consulting is looking for a Personal Insurance Account Manager dedicated to managing an established portfolio of clients. This position emphasizes providing expert advice on insurance coverages while effectively handling policy modifications, cancellations, and new bindings. The role combines elements of both service and sales, encouraging Account Managers to explore opportunities for cross-selling and upselling.

Key Responsibilities
  • Portfolio Management:
    • Supervise a designated book of business, prioritizing both growth and client retention.
    • Engage in consultative discussions with clients and prospects to ensure their coverage requirements are met.
  • Sales and Customer Service:
    • Generate, quote, and sell Personal Insurance products to both new and existing clients.
    • Deliver exceptional customer service within set timelines to maintain client relationships and foster referrals.
  • Documentation and Processing:
    • Manage endorsements and prepare necessary insurance documentation.
Additional Responsibilities
  • Build and sustain professional relationships with insurance carriers and clients.
  • Assist with various tasks as needed, contributing to personal and professional growth within the role.
Required Skills and Experience
  • At least 5 years of experience in customer service or account management in the insurance sector.
  • Licensing: Must possess a Property/Casualty License.
  • Familiarity with insurance products, documentation, and their applications.
  • Competence in computer skills, with a preference for experience in Applied & EPIC software.
  • Ability to work autonomously as well as collaboratively within a team.
  • Strong attention to detail and organizational capabilities.
  • Positive demeanor in a dynamic work environment.
  • Commitment to ongoing education; a college degree is preferred.
  • Excellent decision-making abilities, capable of acting promptly and methodically.
  • Clear verbal and written communication skills, even under pressure.