Insurance Client Advocate

4 weeks ago


Wisconsin Rapids, Wisconsin, United States The Jacobson Group Full time
About The Jacobson Group

We are a leading insurance agency dedicated to providing exceptional service and tailored solutions to our clients. As a Client Advocate, you will play a critical role in building and maintaining strong relationships with our clients, ensuring their insurance needs are met and exceeded.

Job Summary

We are seeking a highly skilled and experienced Client Advocate to join our team. The ideal candidate will have a strong background in insurance, excellent communication and problem-solving skills, and a passion for delivering exceptional customer service.

Key Responsibilities
  • Client Relationship Management: Develop and maintain long-term relationships with clients, serving as a trusted advisor and providing personalized solutions to meet their insurance objectives.
  • Risk Analysis and Program Design: Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals.
  • Carrier and Underwriter Relationship Building: Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients.
  • System and Policy Compliance: Maintain accurate client records, policy documentation, and renewal schedules, and process policy endorsements, amendments, and other administrative tasks accurately and efficiently.
  • Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
Requirements
  • High school diploma; Bachelor's degree (preferred)
  • 2-4 years customer service experience
  • 5+ years of insurance industry experience (preferred)
  • Property/casualty insurance agent license
  • Advanced industry designations (CIC, CPCU, CRM, etc.) (preferred)
  • Strong communication and problem-solving skills
  • Proficiency in MS Word, Excel, and Outlook

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