Client Advisor, Motorcycle Insurance
Core
Main point of contact for motorcycle clients, handling new policies from start to finish and managing renewals via phone and in-person.
Role type
Client Advisor (Motorcycle Insurance)
Builds
New motorcycle insurance policies and renewal notices
Domain
Insurance / Motorcycle
Deliverable
client delivery
Required skills
customer service, policy administration, renewal management, broker support, data entry accuracy, problem-solving, deadline management
Responsibilities
Provide exceptional customer service to motorcycle clients via phone and in-person; Provide support and customer service to sub-brokers; Handle new motorcycle policies from start to finish; Assist with the renewals of existing policies; Complete and mail renewal notices to existing clients; Ensure all notes are made, accurate and complete in the Broker Management System with each client