Jooble · 4 hours ago

Customer Service Advisor

Colorado Springs, CO

Full-time

Remote

Entry Level

$44K/yr - $74K/yr

1+ years exp

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Responsibilities

Use a consultative approach to resolve customer needs, establish trust, 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 and communicating solutions.

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

Classify member’s and/or non-members business and provide accurate risk management and risk mitigation solutions.

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 Agency Management Systems/Customer Relations Management (CRM) & multiple carrier Platforms to appropriately select product and carrier offerings.

Use Carrier guidelines and processes to 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.

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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Insurance sales experienceCommercial Lines InsuranceCasualty licenseAgency Management SystemsSalesforceRisk managementAccount managementConsultative sellingCustomer Relations ManagementNegotiation with underwriters