Risk Management Advisor
7 days ago
The Risk Management Advisor will be responsible for identifying, contacting, and developing prospective insurance clients, as well as overseeing clients' business in the personal lines of insurance. This role requires providing prompt, accurate, courteous service to customers, producers, and company personnel, and ensuring that all interactions are handled professionally and efficiently.
Responsibilities
The Risk Management Advisor will be responsible for:
- Growing and developing talents and insurance knowledge to the highest level possible.
- Handling and processing new and renewal personal lines business.
- Providing personal lines quotes.
- Meeting sales and revenue objectives.
- Providing in-house customer service to clients as assigned and requested.
- Martketing new business, determining premiums, preparing and presenting proposals to clients, and maintaining underwriting and marketing information by carrier.
- Checking new and renewal policies for accuracy in rating, typing, coverages, signatures, and inputting these transactions to generate billing invoices.
- Ensuring that these items are delivered and/or mailed to clients.
- Receiving phone calls from clients and companies regarding insurance, claims, or administrative problems, and complying with the request and/or referring to the company only when necessary.
- Reporting and following up on overdue and suspense items.
- Familiarizing with and following agency E&O guidelines.
- Maintaining electronic and/or paper files in an orderly, up-to-date manner.
- Performing special projects at management's request.
- High School or Graduate Equivalency Diploma is required.
- Knowledge of computer systems and operations is desirable.
- Good listening skills and attention to detail are important.
- Knowledge of personal insurance and products is essential.
- Must be eligible for bonding, Hold NY State Property and Casualty, or Agent's or Broker's license and any required continuing education.
- Your ability to be bonded is required.
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