Client Success Advisor - Insurance Agency
New
Based in the United StatesFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- 3+ years
- Required Skills
- Microsoft ExcelMicrosoft OfficeAccount ManagementRisk Management
Requirements
- 3+ years of experience in insurance agency, carrier services, account management, customer success, or a related client-facing role.
- High school diploma required; Associate’s or Bachelor’s degree in Risk Management, Business, Agriculture, or a related field preferred.
- Active Property & Casualty Insurance License preferred at hire, with requirement to obtain Property & Casualty and Crop Insurance Licenses within the first year.
- Knowledge of insurance products, policy structures, underwriting concepts, and client service processes.
- Experience with Microsoft Office (Outlook, Excel, Word).
- Familiarity with agency management systems such as Applied Epic strongly preferred.
- Strong attention to detail and organizational skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Excellent communication and problem-solving skills with sound judgment and a client-first mindset.
Responsibilities
- Manage day-to-day service activities for assigned client accounts, including policy changes, billing inquiries, certificates, audits, cancellations, reinstatements, and claims coordination.
- Serve as a primary client contact, assessing needs, gathering exposure details, and recommending appropriate next steps within agency guidelines.
- Prepare new business, renewal, endorsement, and account-rounding quotes using carrier systems and agency platforms.
- Develop client-facing materials such as proposals, coverage summaries, premium comparisons, binders, and applications.
- Review policy documents, invoices, endorsements, and certificates to ensure accuracy and alignment with client instructions.
- Collaborate with underwriters and carriers to obtain quotes, clarify requirements, and secure approvals.
- Support producers and senior advisors in submissions, renewals, remarketing efforts, and account follow-up.
- Identify coverage gaps and cross-sell opportunities, escalating recommendations to appropriate team members.
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