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HomeServices Insurance · 3 months ago

Signature Account Advisor - Fredericksburg, VA hybrid (remote option for qualified candidates in MD and DC)

United States

Full-time

Remote

Mid, Senior Level

$28/hr - $34.50/hr

5+ years exp

HomeServices Insurance is focused on providing exceptional service to clients in the affluent segment of their Agencies business. The Signature Account Advisor will support sales programs, educate Producers, and manage client relationships to achieve profitability and growth objectives.

Insurance

Responsibilities

Support sales programs and long-range objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%)

Coach, educate and support Producers in structuring and submitting high-net worth business to our select group of carriers for underwriting and pricing

Partner with Producers in presenting quotes to prospective customers and answering coverage and pricing questions

Research and answer clients’, Producers’ and carriers’ calls and emails

Advise clients regarding insurance coverage and risk management issues

Process policy changes, renewals, and cancellations

Handle claims and billing inquiries

Foster and maintain good working relationships with Agency Producers and insurance company underwriters

Perform annual account reviews for each assigned client and present findings and option in-person, via Teams or over the phone depending on the clients’ preference. (30-40%)

Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages. (10-20%)

Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to VP insurance operations. (0-5%)

Perform any additional responsibilities as requested or assigned. (0-5%)

Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management

Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism

Establish and maintain positive and productive work relationships with all staff, customers and business partners

Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development

Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities

Qualification

High-net-worth personal insuranceInsurance agency operationsClaims handlingRisk assessment techniquesPropertyCasualty LicenseAnalytical skillsCommunication skillsTime managementOrganizational skillsInterpersonal skills

Required

Associate degree or equivalent work experience and knowledge with high-net-worth personal insurance

A minimum of five years successful servicing experience with independent agency (or equivalent) ideally in the high-net-worth personal insurance space

Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes for this specialized segment of our business

Thorough knowledge of all personal lines insurance products in the high-net worth space especially those represented through HomeServices Insurance

Excellent analytical, problem-solving, and decision-making skills

Excellent oral, written, and interpersonal communication skills

Proven automation, time management, and organizational skills

Familiarity with risk assessment and risk management techniques

Property and Casualty License