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Personal Insurance Advisor job description to manage sell and retain

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Personal Insurance Advisor job description

Free job description Personal Insurance Advisor

Job Summary-Personal Insurance Advisor job description

To manage, sell and retain clients with an emphasis on customer service and client satisfaction.

To have knowledge of the various insurance products available for the client & be able to provide

best solution for the client.

Main responsibilities-Personal Insurance Advisor

job description

Knowledge, Skills and Abilities-Personal Insurance Advisor job description

· Rounding out (coverage recommendations) and cross-selling of existing accounts

· Report and monitor client claims

· Renewal reviews completed per protocol

· Renewal retention

· Remarketing of policies

· Accounts receivable

· Confirmations of insurance

· Liaison between client & insurer

· Other duties as necessary

Primary Working Relationships:

· Clients

· Personal Lines team – other PIA’s, Account Administrators, underwriters

· Personal Lines Manager

· Insuring Partners/underwriters

Major Responsibilities /Tasks:

· Ensure high level of service is maintained in order to satisfy the needs of the clients on day-today activities including responding to customer inquires and policy maintenance issues.

· Provide solutions to client issues

· Provide quotes and bind within brokerage binding authority

Primary Job Requirements (Skill, Education, Experience, etc.):

· RIBO Licensed

· Minimum 3 years brokerage experience

· Good written and verbal communication skills

· Solid computer skills: WORD, Outlook, Insurance Management Systems

· Good organizational and time management skills. Able to multitask and prioritize daily work

· High level of accuracy & attention to detail

· Understanding of underwriting guidelines & product knowledge

· Able to inform & explain specific coverages to clients

· Team player

· Enthusiastically supports change, shares expertise, takes responsibility for personal &

professional development

· Meets audit expectations

Category: Advisor

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