Personal Lines Client Advisor

Job description

Description Responsibilities: 50% Client/Policy Services Provides daily service to and builds relationships with clients by managing phone calls and emails in a timely manner and attending meetings. •Preparing submissions and marketing business. •Maintaining direct communication and building relationships with insureds. •Reviewing and invoicing policies and requesting changes. •Referring to group, life and commercial leads to appropriate personnel. •Preparing proposals and complete coverage analyses to serve the client. •Maintaining accurate and updated expiration list. •Processing invoices and credits on agency bill policies. •Tracking direct bill transactions by company. •Reviewing policy coverage and endorsements on all new and renewal business, including rating. •Handling all account service issues in accordance with the E&O standards. •Daily maintenance and processing of carrier downloads. •Building relationships with insurance carriers. •Maintaining compliance with all Personal Lines service standards and procedures including daily service. •Developing Producer and Service Leader confidence in job knowledge, judgment calls, and awareness of current industry trends and develop...