Personal Lines Client Advisor

​Location: Davenport, Iowa

AssuredPartners is the fastest-growing independent insurance agency in the U.S. Founded in 2011 as a national partnership of leading independent property and casualty and employee benefits brokerage firms, AssuredPartners is now one of the largest brokers in the nation after acquiring over 325 agencies. AssuredPartners has approximately 7,000 team members and offices in 40 states and two countries reaching 1.5 billion dollars in revenue. As our company continues to grow at a rapid pace, so do the opportunities for our current and future employees.

Summary:
The Client Advisor will provide a high level of sales support to the Producer and customer service to clients. The position requires a significant degree of independent judgment and discretion in order to meet those service levels. Duties include assisting in selling, direct selling, marketing, and customer service in coordination with the producer and other Agency personnel.

The Client Advisor has superior product knowledge and is familiar with the specific products offered by the Agency's carriers. The Client Advisor will assist in the production of new and renewal accounts in keeping with Agency and individual Producer goals and provide field service in support of Producer activities.

The Client Advisor is responsible for assisting clients with service needs and making changes to existing accounts. The Client Advisor will work with the Producer to design and recommend proper insurance and risk management programs to Agency clients.

Essential Duties & Responsibilities:

• Responds to client request for policy changes, billing inquiries and verification of coverage. Ensures that these items are given to client in a timely manner. 
  
• Maintains follow-up and suspense file on outstanding orders, correspondence, claims, renewal expirations and follows up on overdue and suspense items. 
• Checks new and renewal policies and endorsements for accuracy in coverage.  
• Works with the Producer to generate Personal Lines referrals. 
• Markets and sells lines of insurance to clients. 
• Follows company procedures with respect to all essential duties and responsibilities of the job. 
• Determines reasons for request for cancellations and acts to retain accounts. If unable, secures Lost Policy Release and follows through to policy cancellation. 
• Manages accounts receivable on book of business to assure timely collection and involves Producer when necessary. 
• Assists in the development of strong personal relationships with appropriate insurance carrier personnel. Assists Agency in developing carrier relationships by becoming familiar with and executing strategies developed for satisfying carrier goals and objectives. 
• Refers current and prospective clients to other departments for solicitation of those lines of business. 
• Participates in continuing professional development as required by state licensing requirements and Agency guidelines. 
• Trains and directs technical support personnel including Account Managers, Account Coordinators, or Analysts in order to meet essential duties and responsibilities.

Competencies:

Minimum Qualifications, Education and/or Experience: Bachelor's degree (B.A.) from four-year College or university; or at least four years of insurance customer service experience.

Certificates, Licenses, Registrations: Appropriate insurance license(s).

SUBMIT YOUR RESUME