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Rhodes Risk Advisors · 3 months ago

Client Advisor

Atlanta, GA

Full-time

Onsite

New Grad, Entry Level

Rhodes Risk Advisors is a property and casualty brokerage based in Atlanta, Georgia. They are seeking a Client Advisor responsible for managing all aspects of new and existing clients in a commercial property and casualty insurance environment, focusing on client servicing, policy management, and advisory services.

Financial ServicesInsuranceProperty InsuranceRisk Management

Responsibilities

Day-to-day servicing of clients including routine coverage questions, endorsement processing, certificate issuance, policy checking and invoicing, as well as marketing renewals and rounding out accounts

Assists clients on routine, sensitive, and urgent topics to provide advisory services in an efficient time framework

Maintains client and policy information in the agency management system including policies and endorsements. Organizes workflow to ensure quick, efficient processing of correspondence, issuing certificates, and other activities related to a client’s account

Initiate renewal reviews and re-marketing as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client

Proposal of insurance solutions to clients at conclusion of marketing process

Acts as liaison between clients and insurance carriers to resolve service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues

Qualification

Commercial lines experienceP&C licenseAMS 360 knowledgeMicrosoft OfficePolicy forms understandingCommunication skillsOrganizational skillsAttention to detail