CareerPlan

Client Advisor

Clearwater, FL, USFull-time2026-10-16 → 2026-11-09
Hybrid

Core

Manage a high-profile book of business for complex commercial insurance accounts, driving retention and revenue.

Role type

Senior Business Insurance Account Manager

Builds

Business insurance solutions and client retention

Domain

Insurance / Commercial Risk

Deliverable

client delivery

Required skills

Business insurance policy contracts, regulatory and legal issues, claims management, accounts receivables/payables, Sagitta Agency Management System

Preferred skills

Abstract reasoning, professional growth and development

Responsibilities

Manage Renewal Process, Provide insurance advice, Communication/Client Service, Master Sagitta Agency Management System, Mentor associates, Problem solving, Client claims management, Manage client accounts receivables/payables