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Strategic Client Advocate

3 weeks ago

Greenville, South Carolina, United States Shared Alliance Insurance Inc Full time
Job Description

We are seeking a highly skilled and motivated Strategic Client Advocate to join our team at Shared Alliance Insurance Inc. As a key member of our team, you will play a vital role in building strong relationships with our clients, vendors, and carriers.

Company Overview:

Shared Alliance Insurance Inc is one of the top independent insurance agencies in the area, known for its integrity and first-class service among clients, partners, and communities. We pride ourselves on creating long-lasting relationships with our clients and driving positive societal impact through our work.

Salary: $60,000 - $80,000 per year

Job Responsibilities:

As a Strategic Client Advocate, you will be responsible for cultivating strong relationships with clients, vendors, and carriers. Your primary duties will include:

  • Cultivating strong relationships with clients, vendors, and carriers
  • Responding to client inquiries and requests in a timely and professional manner
  • Researching and presenting answers to client questions about policies and coverage
  • Maintaining up-to-date knowledge of carrier products, guidelines, underwriting, and legislative changes
  • Analyzing and comparing current exposures to develop renewal or new business specs for marketing
  • Processing and submitting new and renewal clients for marketing and placement
  • Preparing proposals with the sales team for client presentations
  • Executing accurate invoicing and financing tasks to meet deadlines
  • Managing claims throughout the claims process

Required Skills and Qualifications:

To be successful in this role, you will need to possess:

  • Excellent verbal and written communication skills
  • Basic math skills and aptitude for learning new technology
  • A positive attitude, good listening skills, and empathy
  • Highly-organized and strong time management skills
  • The ability to multi-task in a fast-paced environment within tight deadlines
  • Integrity and a high level of confidentiality

Benefits:

At Shared Alliance Insurance Inc, we offer a comprehensive benefits package, including:

  • Competitive compensation
  • Work-life balance and employee well-being
  • A supportive, diverse, people-first culture and mindset
  • A voice at the table to create constructive change and work on purposeful products
  • Time dedicated to professional development

About You:

We are looking for a self-starter who enjoys mastering new skills quickly and can anticipate needs with minimal supervision. You will be organized and have a proven track record of building strong relationships with teammates, clients, and vendors. If you have impeccable communication skills and a strong work ethic, we encourage you to apply.