Client Advisor 1 - OneSelect

ormal">Responsibilities:

Contribute to profit of agency by managing a book of assigned commercial lines accounts with an individual account premium generally less than $ $1,000 in revenue and less complex. Job includes providing service to commercial clients and maintaining a high retention of customers. Client Advisor I is responsible for detailed coverage analysis as well as consultation and coverage recommendations to clients.

• Consult with clients regarding insurance program needs
• Proactively reach out to clients for ongoing engagement
• Technical proficiency with coverages and various types of insurance policies as appropriate.
• Handle telephone requests and miscellaneous correspondence, such as mortgagee requests, certificates, additional insureds, and so on.
• Rate and quote renewal Commercial Lines risks.
• Screen, place, and approve Commercial Lines applications.
• Review applications, renewal requests and endorsements for compliance with underwriting authority and guidelines. Familiarity with company underwriting guidelines & binding authority.
• Prepare and authorize ID cards for auto clients when necessary.
• Initiate, screen and prepare endorsement requests on Commercial Lines.
• Authorize cancellation requests.
• Rate and compute endorsement, cancellation, additional or return premiums,
• Review Company produced policies, endorsements, audits for accuracy.
• Compute and initiate premium finance contracts as needed.
• Take claim reports and maintain claim files on clients handled as needed.
• Prepare summaries and proposals of insurance for existing accounts.
• Prepare bonds, endorsements, and cancellations.
• Working knowledge and competency in use of Agency Management System, Microsoft Word, and other software as required by position.
• Authorize binding of Commercial Lines coverage within authority granted by the carrier.
• Contact carriers as needed.
• Contact producers as needed.
• Maintain client files and make client contacts as needed.
• Participate in seminars and classes for skill and knowledge development.
• Perform other duties as required.

To perform this position successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education:

• High School Diploma.
• All applicants must be 18 years of age or older.

Professional Certifications/Licenses:

• Property/Casualty License Required.

• If licensed, maintain Agent/Broker License through continuing education.
• May work toward a professional designation.

Experience/Skills:

• Three Years Insurance Experience Required
• Customer Service Experience
• Ability to use menu-driven software in addition to Word and Excel programs.
• Ability to work independently.
• Good organizational skills with the ability to manage multiple tasks efficiently.
• Must possess a valid driver's license and clean motor vehicle record.