13 дней назад
Premier Senior Client Advisor
70 000 - 100 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Premier Senior Client Advisor (Personal Lines Property & Casualty Insurance): Independently managing high-net-worth and affluent client accounts, renewals, insurance programs, coverage questions, and claims support with an accent on retention, risk assessment, and insurance expertise. Focus on identifying exposures, recommending appropriate coverage, preparing proposals, and maintaining accurate policy and client documentation.
Location: Denver, Colorado; Portland, Oregon; Seattle, Washington; or remote within the United States, aligned with the Pacific Time Zone.
Salary: $70,000–$100,000 annually. Bonus eligible with a target incentive of 5%.
Company
is a large insurance brokerage and consulting firm with approximately $3 billion in revenue, more than 10,500 associates, and approximately 200 offices nationwide.
What you will do
- Independently manage assigned Premier Tier 2 and Tier 3 client accounts serving high-net-worth and affluent individuals.
- Drive proactive client engagement and maintain a minimum 95% account retention rate.
- Manage renewal expirations, prevent coverage lapses, and market renewals.
- Assess current and future exposures and recommend appropriate insurance programs and coverage.
- Prepare insurance proposals and summaries, respond to underwriter questions, and maintain accurate agency and document management records.
- Guide clients through first reports of claims and facilitate prompt carrier responses.
Requirements
- At least 8 years of experience in personal lines Property & Casualty insurance.
- Comprehensive knowledge of Property & Casualty coverages, underwriting, and rating concepts.
- Current state Property & Casualty insurance license required.
- High school diploma required; college degree preferred.
- Industry designation such as ARM, CIC, CPCU, or CPRIA, or commitment to pursue one.
- Strong written, oral, and interpersonal communication skills, with the ability to work independently and accurately.
Nice to have
- Knowledge of Sagitta and WorkSmart.
Culture & Benefits
- Competitive pay, incentives, and employer-sponsored benefits.
- Medical, dental, vision, wellness, life insurance, disability, 401(k), flexible spending, and health savings accounts.
- Paid time off, 18 paid sick/PTO days per year, paid family leave, and 12 paid holidays.
- Employee reward and recognition programs, including Summit Awards.
- Professional development programs, community engagement initiatives, and diversity and inclusion resources.
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