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Personal Insurance Client Advisor

Bonita Springs, FL 34134

Posted: 06/19/2024 Employment Type: Permanent Category: Business Professional Job Number: 26820

Job Description

Looking for a new opportunity? Check out this role! Dahl Consulting is currently partnering with a leading insurance and risk advisory firm. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Advisor for a permanent role! Interested? Get more details below!
  • Worksite Location: Bonita Springs, FL

Client Advisor Job Description
This position is responsible for service-related tasks such as: providing coverage guidance and recommendations, making policy changes, managing the claims process, handling payments and billing questions, and explaining rate changes. They are also responsible for the remarketing process and client retention, including proposal preparation and presentation. A Client Advisor may also be called on to assist with sales support and new business functions as needed.

What you will do as the Client Advisor:
  • Receive phone calls and office visitors requesting policy review, changes to existing coverage, and/or new policies
  • Inform, educate, and make recommendations and/or changes in a timely manner
  • Utilize download reports for proactive client contact
  • Determine acceptability and prepare client proposals and carrier submissions following guidelines
  • Handle all client interactions with high level of customer service to ensure excellent customer satisfaction at every service contact while maintaining timeliness and procedure compliance
  • Maintain a high level of data integrity in the agency management system so that all fields, documents, and data are accurate, up to date, and flow properly to reports and other output documents
  • Follow all internal procedures and comply with management requests
  • Provide backup support for sales, service, or remarketing teammates when needed

What you will bring to the Client Advisor role:
  • Bachelor’s degree or 5+ years of relevant experience
  • Knowledge of rating and underwriting procedures for all carriers including rating software and carrier websites
  • Proficiency in Microsoft Office suite and Applied Epic is strongly preferred
  • Strong organizational skills and attention to detail
  • Ability to obtain Property and Casualty License within 75 days of onboarding

Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.

As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
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About Bonita Springs, FL

Discover exciting job opportunities in the vibrant area around Bonita Springs, Florida! Nestled in the beautiful Sunshine State, this stunning locale offers not only a thriving job market but also a lifestyle filled with endless sunshine, breathtaking beaches, and a rich cultural scene. From exploring the art galleries in nearby Naples to catching a show at the Barbara B. Mann Performing Arts Hall in Fort Myers, there's never a dull moment here. Indulge in delicious fresh seafood, tee off at top-notch golf courses, or simply unwind in the serene surroundings of Bonita Beach Park. If you're ready to take the next step in your career while enjoying the best of Florida living, dive into our job listings and seize the opportunity to work and play in this enchanting region!