Personal Lines Relationship Advisor

at  Insurance Partners Agency LLC

JOB SUMMARY:

The Personal Lines Relationship Advisor/Specialist is a licensed agent who is responsible for providing customer service, policy maintenance, coverage placement, problem resolution and retention for an assigned group of personal lines accounts. This role requires a thorough understanding of insurance products and state and federal laws that regulate insurance.

SKILLS AND EDUCATION REQUIREMENTS:

• Two years personal lines property & casualty experience;
• High school diploma or GED;
• Current, active Property and Casualty (P&C) license in the State of Ohio;
• Proficient in AMS-360, ImageRight, Microsoft Office and use of the internet;
• Ability to adapt to changes and demonstrate adherence to Agency guidelines and procedures;
• Professional demeanor;
• Analytical and decision-making skills;
• Ability to demonstrate effective presentation skills through both verbal and written communication;
• Satisfy required continuing education.

• Create and maintain strong personal relationships with clients, company underwriters & producers;
• Maintain client satisfaction in the assigned books of business;
• Maintain relationships with current carriers or specialty markets to place business.
• Work on reports to gather emails and communicate with client data entry in AMS.
• Provide technical support to Producers for new business development and assist with servicing of renewal accounts;
• Process Detailed endorsements
• Review existing files for coverage upgrades and/or account rounding, make recommendations to insureds and document outcome in file to prevent E&O exposures, with or without producer involvement;
• Receive phone calls to service accounts for new business, renewals, endorsements, evidence of insurance and/or questions including but not limited to clients, carriers or financial institutions;
• Review renewal business accounts to determine additional lines of insurance and/or additional increased limits required for the current insurance program;
• Process renewals in the Agency’s insurance management system by updating billing screens, commissions, producer codes, company codes and status codes while reviewing branch broker codes for accuracy;
• Issue evidence of property upon request and verifying the accuracy of the coverage on the policy; endorse policies as necessary;
• Receive change or endorsement requests from the insured or producer and process according to departmental procedures;
• Report claims to the carrier according to departmental procedures.
• Cross-sell and actively solicit increased limits and/or coverages for accounts through sales renewal review with client and document outcome in customer file;
• Act as liaison between the carrier and client with regards to inspections and ensure that client responds and complies with recommendations by corresponding with carrier according to departmental procedures;
• Prepare and process lost policy releases (LPRs) as requested by the insured according to departmental procedures;
• Prepare new business submissions when the new business department is on vacation or out of the office;
• Training within the Department, as needed, for existing and new team members;
• Support other team members, as needed, when Department is short-staffed, backlogged or are engaged in a special project;
• Special projects as assigned;
• Notify Department Manager or Team Leader if unable to consistently meet department’s service standards.
• Exercise Independent judgement and discretion when: 1. Evaluating and processing client requests.
• Collect overdue accounts receivable balances from clients
  Requirements: