Utilize exceptional client servicing skills to maintain and expand client relationships
Provide professional insurance services by coordinating with Producers, Underwriters, Service Team members and other departments
Provide coverage analysis and risk management recommendations
Complete applications and prepare submissions
Negotiate coverage and pricing with carriers
Prepare proposals according to agency standards
Resolve issues related to billing and policy changes
Respond to policy coverage related questions in a timely and professional manner
Prepare exposure comparison, premium comparisons, renewal reviews and renewal proposals
Participate in continuing education to maintain a P&C license.

5+ years relevant insurance brokerage experience
Active Property & Casualty license
Experience in managing assigned accounts through the client life cycle, including the renewal process
Solid coverage, underwriting and risk management knowledge
Effective oral and written communication and relationship building skills are essential
Strong analytical and problem-solving skills
Ability to conduct presentations and speak to diverse groups
High level of proficiency with Microsoft Office products, including Word, Excel and PowerPoint as well as agency management systems and web browser software
Exceptional time management and organization skills and demonstrated ability to manage multiple priorities efficiently
Bachelor’s Degree in Risk Management, Business Administration or other related fields (additional qualification).

Client Advisor, Business Insurance

Key skills