Job Description

Here is what a typical day looks like
Work with a seasoned Account Executive and their current team on a daily basis.

Follow up on client accounts to resolve outstanding activities.

Remain up to date on product knowledge and build relationships with insurance providers.

Review client data entries, invoicing and coverage selection for compliance.

Complete certificate issuance for new business and renewal clients.

Process changes to insurance policies and endorsements.

Assist with the administration of the commercial book of business accurately and efficiently.

Build and maintain strong customer relationships while helping to meet insurance sales targets.

Conduct proactive account touchpoints and timely renewal calls for existing clients.

Learn the fundamentals of account management and client retention strategies. 
The value you bring

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Insurance Advisor

Job Description

Apply for This Position