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Account Advisor, Private Client Services

Sentinel Risk Advisors

  • Raleigh, North Carolina
  • 29 days ago
  • $45,000–$65,000 Per Year

Highlights

transactions and other responsibilities Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance. Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency KNOWLEDGE, SKILLS, AND ABILITIES: Working knowledge of personal lines coverages and policies.

Numbers & Facts

LocationRaleigh, North Carolina
Salary$45,000–$65,000 Per Year

Description

STATUS: Exempt
JOB SUMMARY:
Servicing, retention, and rounding of Personal Insurance accounts.  Responsible for all service-related activities within the book of business. The candidate will work directly with producers, clients, and prospects to ensure comprehensive coverage according to agency procedures and standards. 
PRIMARY RESPONSIBILITIES:
  • Manage all account transactions including applications, quotations, ID cards, proposals, summaries, endorsements, cancellations, certificates, binders, billing, follow-up, and correspondence on assigned accounts in accordance with the Agency’s procedures and timelines.
  • Service personal lines accounts in a manner that eliminates gaps in coverage, thus reducing  E&O exposure.
  • Coordinate expirations so as to contact clients and obtain renewal information on assigned accounts in accordance with the Agency’s timelines and procedures.
  • Prepare quotations, coverage summaries and comparisons, proposals, and recommendations needed to ensure clients' and prospects' understanding of coverage.
  • If necessary, obtain information, deliver, and/or present quotes to clients out of the office.
  • Review new applications for underwriting acceptability, completion, and accuracy.
  • Review new business, renewals, and endorsements to insure items were received as requested and processed accurately.
  • Survey policy coverage and identify and work cross-selling and upgrading opportunities.
  • Actively work toward helping producer(s) achieve assigned new business sales goals.
  • Maintain client files on the agency management system(s) and use same for processing all transactions and to document conversations.
  • Effectively utilize all carrier websites or programs required to quote or maintain policies for clients or prospects.
  • Maintain an effective suspense system to follow up on outstanding orders, correspondence, reports, and follow up on overdue and suspense items.
  •          Participate in seminars and other training to maintain required licenses and to develop knowledge and skills.
Participate in special projects and perform other duties as requested.
PERSONAL AND ORGANIZATIONAL DEVELOPMENT:
  •          Sets priorities and manages workflow to ensure efficient, timely, and accurate processing of
transactions and other responsibilities
Maintains a cordial and effective relationship with clients, co-workers, carriers, vendors, and other business contacts
  •          Keeps informed regarding industry information, new product information, legislation, coverages, and technology to continuously improve knowledge and performance
Interacts with others effectively by utilizing good communications skills, cooperating purposefully, and providing information and guidance, as needed, to achieve the business goals of the agency
KNOWLEDGE, SKILLS, AND ABILITIES:
  •          Working knowledge of personal lines coverages and policies 
High School education or equivalent with a minimum of 3 years’ insurance
  •          Completion of AAI, CIC or CISR designation preferred
Property & Casualty Insurance License
  •          Ability to analyze complex insurance situations, needs, and options and communicate these options both verbally and in writing in a clear, concise manner
Ability to understand written and oral communication, and interpret abstract information.
  •          Advanced Knowledge of insurance markets and reference to markets
Knowledge of insurance rating and underwriting procedures
  •          Ability to carry out complex tasks with many concrete and abstract variables.
Strong computer skills with and familiarity with tools such as Outlook, Excel, Word, and AMS360
  •          Ability to manage complex projects simultaneously
Ability to work independently and take the lead on all elements of client servicing when necessary
  •          Negotiation and presentation skills
WORKING CONDITIONS:
Fast-paced environment
  •          Large number of multiple steps in a complex system performed with accuracy and speed is essential to the successful completion of tasks
Any other duties as requested 
Applicants will be tested
Compensation: $45,000.00 - $65,000.00 per year

This agency is independently owned and operated. Your application will go directly to the agency, and all hiring decisions will be made by the management of this agency. All inquiries about employment at this agency should be made directly to the agency location and not to the Independent Insurance Agents of North Carolina.

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