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Intero Real Estate Services · 4 months ago

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

United States

Full-time

Remote

Senior Level

$28/hr - $34.50/hr

5+ years exp

Intero Real Estate Services is a company focused on providing exceptional service in the insurance sector. They are seeking a Signature Account Advisor to support sales programs and assist Producers in managing high-net-worth clients, ensuring profitability and growth objectives are met.

Building MaterialE-CommerceReal EstateRetail

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%)

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