Select Business Unit Client Advisor (Insurance)

TL;DR

Select Business Unit Client Advisor (Insurance): Managing client retention and providing professional insurance advice for commercial accounts with an accent on policy review, coverage optimization, and renewal management. Focus on maintaining a book of business, ensuring policy accuracy, and mentoring junior staff.

Location: Hybrid; Must possess a Current Florida 2-20 License

Company

Professional services firm providing business insurance, employee health, benefits, and retirement solutions to organizations and individuals.

What you will do

• Manage a book of business with accounts averaging up to $15,000 in revenue.
• Review individual client insurance programs and propose additional coverages and limits.
• Prepare new and renewal policies, applications, submissions, and loss run reports.
• Ensure certificate templates are accurate and issue binders, endorsements, and auto ID cards.
• Maintain client records in Sagitta and ImageRight systems.
• Mentor less experienced agency employees.

Requirements

• Current Florida 2-20 License.
• Two years of commercial insurance related experience and/or training.
• Skills necessary to communicate effectively with clients, carriers, and prospects.
• Intermediate knowledge of Microsoft Outlook, Excel, and Word.
• Ability to maintain electronic files and exercise independent judgment.
• Effective analytical skills and ability to manage multiple tasks.

Culture & Benefits

• Hybrid work arrangement.
• Generous time off, including personal and volunteering days.
• Tuition reimbursement and professional development opportunities.
• Charitable contribution match programs.
• Stock purchase opportunities.