Client Advisor
Hybrid
Core
Manage business insurance client accounts, including renewals, technical advice, and retention.
Role type
Senior IC business insurance client advisor
Builds
Insurance risk management strategies and client retention
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Account management, Insurance licensing (Florida 2-20), Client service, Sagitta system proficiency, Microsoft Office, Insurance terminology knowledge, Team leadership
Preferred skills
Bachelor's degree, ImageRight system experience
Responsibilities
Manage renewal process, Provide insurance advice on technical aspects, Maintain client retention, Mentor associates, Manage client accounts receivables/payables