WorkatHome-JobBoard · 9 hours ago

Customer Service Advisor

Phoenix, AZ

Full-time

Remote

Entry, Mid Level

$52K/yr - $93K/yr

2+ years exp

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Responsibilities

Use a consultative approach to determine customer needs, build rapport, and provide solutions (composed of a la cart combinations of various products and services) based on current products and service offerings.

Build and maintain relationships between members and nonmembers and insurance carriers, exercising technical knowledge effectively and communicating solutions.

Use understanding of compliance and insurance standards and Agency Management Systems to limit agency Errors & Omissions (E&O) exposure through proper documentation.

Classify member's and/or non-members business and provide accurate risk management and risk mitigation solutions while using knowledge of B2B sales cycles for success.

Facilitate account reviews, by using the carrier renewal cycle, and understanding the members' and nonmembers' risk profile to provide consultative advice and appropriately address and mitigate the risk.

Research industry trends and evolving regulatory environment (state and national), improving understanding of important technical/financial issues.

Use knowledge of Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to operate comfortably at an advanced level to appropriately select product and carrier offerings.

Partner and negotiate with underwriters on endorsements, renewal questions, and remarkets for underwriting determination (approval or declination).

Calculate Insurance to Value (ITV) on a wide range of property types and structures including geographic differences and capture custom or unique features within the properties and provide appropriate details to determine accurate replacement values.

Provide select account service for member's and nonmember's including policy changes, certificates, endorsements, renewals, non-renewals and remarkets, cancellations, reinstatements, and record updates within agency systems.

Facilitate initial acquisition of business owners, Affluent members, and nonmembers, by gaining an understanding of the members and nonmembers' risk profile by providing a concierge, white glove, single point of contact service level for members and nonmembers with complex accounts and unique needs.

May work with underwriters on complex accounts across management lines and Excess and Surplus for renewals, endorsements, and remarketing.

Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

Qualification

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Insurance Sales ExperienceCommercial Insurance KnowledgeCasualty LicenseAgency Management SystemsSalesforceB2B Sales CyclesHigh Net Worth ExperienceCustomer Service SkillsRisk Management Knowledge