Premier Client Advisor I
USI Insurance Services
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hace 5 días

Description

Responsible for servicing and managing a high volume of accounts and the retention of assigned Tier 1 Premier client accounts.

Activities include, but not limited to new and renewal marketing, handling client questions and requests, and coverage review.

Responsibilities may include assisting Personal Lines Sales and Account Executives, if applicable. Required to perform essential functions and meet service standards and Best Practices developed by USI.

Responsibilities :

  • Maintain a minimum of 93% retention of Client Accounts. Retain accounts; following up on cancellations and Broker of Record letters, according to agency procedures and standards.
  • Provide technical expertise (knowledge of insurance coverage and products, staying abreast on industry updates and changes) with service of new and existing clients through cross-selling opportunities, account development, execution of client requests and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
  • Handle all aspects of Personal Lines Property & Casualty Insurance.
  • Complete USI New Business Process for new clients, including establishing a communication plan with the client, reviewing all policies for accuracy, reviewing and delivering welcome packets and reviewing any necessary corrections with both client and carrier.
  • Manage all pre-renewal activities for Premier clients, including quoting marketplace and holding client renewal calls at least once every three years.
  • Deliver short-form renewal proposal to Premier clients quoting additional lines and / or markets, as applicable.

  • Execute on policy renewals as appropriate; issue proof of insurance as needed, deliver or cancel policies as required.
  • Maintain renewal expirations, to avoid any lapse in coverage.

  • Respond to underwriters' questions in a timely and professional manner.
  • Maintain a high degree of accuracy in agency management and document management systems.
  • Provide direction to clients in submitting first reports of claims, facilitate prompt response from carrier.
  • Identify exposure to loss and recommend appropriate coverage's in coordination with Sales Executive / Account Executive(s).
  • Knowledge, Skills and Abilities :

  • Up to 5 years experience in Personal Lines Property & Casualty Insurance along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
  • High School Graduate. College degree preferred, but not required.
  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
  • Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
  • Strong written, oral and interpersonal communication skills.
  • Must be comfortable with internet based programs as well as intermediate knowledge of Microsoft office products. Knowledge of Sagitta / WorkSmart preferred, but not required.
  • Ability to work in a fast paced environment with a high degree of accuracy.
  • Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.
  • Ability to work in a team environment.

  • Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
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