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Personal Insurance Client Consultant
2 months ago
The Personal Lines Client Advisor is responsible for delivering exceptional service to clients, ensuring their needs are met with the utmost professionalism. This role involves:
- Maintaining Client Relationships: Upholding service and retention standards while managing an assigned portfolio of clients.
- Policy Management: Overseeing expiration reports, processing renewals, and reinstating policies as needed.
- Business Development: Actively seeking opportunities to enhance accounts and generate referrals.
- Claims Management: Reporting and overseeing both potential and ongoing claims.
- Collaborative Communication: Ensuring timely and effective communication with Client Associates to enhance the client experience.
- Payment Processing: Handling payments when required.
- Adhering to Procedures: Following established company and divisional standard operating procedures.
- Emergency Response: Addressing client emergencies with promptness and professionalism.
- Team Collaboration: Working alongside Account Executives to service and retain client accounts.
- Client Needs Analysis: Assisting Account Executives in evaluating client requirements and coverage options.
- Project Support: Contributing to various projects as necessary.
Essential Skills:
- Exceptional communication and interpersonal abilities.
- Proficiency in Outlook and EPIC software.
- Strong analytical and problem-solving skills.
- Ability to work autonomously.
- Organizational skills and punctuality.
- Successful completion of pre-employment background checks.
Education and Experience:
- Possession of an active North Carolina Property & Casualty license.
- A minimum of one year of experience in personal insurance.
- Willingness to pursue additional designations as directed.
