Personal Lines Risk Advisor

3 weeks ago


Fresno, California, United States Jobot Full time
Job Title: Personal Lines Risk Advisor

This role involves managing and servicing a book of personal insurance accounts, ensuring client satisfaction and retention. The Personal Lines Risk Advisor will be responsible for providing personalized service, handling renewals, processing policy changes, and advising clients on the best insurance products to meet their needs.

The ideal candidate will have a strong understanding of personal lines insurance products and coverage options, with the ability to identify opportunities for cross-selling and up-selling additional insurance products and services. They will also possess excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Key Responsibilities:

  • Client Service and Relationship Management: Provide exceptional customer service, handle new business, renewals, and policy changes efficiently.
  • Policy Management: Review and analyze insurance applications, endorsements, and renewals for accuracy and compliance, process policy endorsements, cancellations, and reinstatements.
  • Sales and Cross-Selling: Identify opportunities for cross-selling and up-selling additional insurance products and services, achieve sales targets and contribute to the growth of the personal lines book of business.
  • Claims Assistance: Assist clients with the claims process, provide guidance and support from initial filing to resolution, liaise with insurance carriers and claims adjusters to ensure timely and fair claim settlements.
  • Compliance and Risk Management: Stay current on industry trends, insurance regulations, and company policies, conduct risk assessments and provide recommendations to clients to minimize potential losses.

Requirements:

  • Bachelor's degree preferred.
  • Minimum of 2-3 years of experience in personal lines insurance, preferably in an account management role.
  • Proven track record of client relationship management and retention.
  • Strong knowledge of personal lines insurance products and coverage options.
  • Detail-oriented with strong organizational and time management abilities.
  • Proficient in insurance management software and Microsoft Office Suite.
  • Sales-oriented mindset with the ability to identify and capitalize on opportunities.

Estimated salary: $67,000 per year.



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