Associate Insurance Advisor, Real Estate Practice
Core
Provide exceptional customer service and administrative support to Account Executives and Account Managers within the Real Estate Practice, handling policy documentation, account reconciliation, and client requests.
Role type
Associate Insurance Advisor (Real Estate Practice)
Builds
Commercial insurance policies and services for real estate clients
Domain
Insurance / Real Estate
Deliverable
client delivery
Required skills
Level 2 General Insurance License, 2-5 years of insurance experience, customer service, technical insurance knowledge, business acumen, organizational skills, MS Office (Excel, Word)
Responsibilities
Respond to customer requests acting within license authority, process documentation and transactions according to workflows, manage account reconciliation with Accounting and Clients, review and ensure accuracy of policy documentation from insurers, support Account Executive/Account Manager with servicing accounts, attend Critical Path meetings and complete assigned action items.