Description
Personal Lines Risk Advisor Job Summary
We are looking for a Personal Lines Risk Advisor to join our growing company. This position will provide excellent customer service to our clients by assisting them with their personal insurance needs.
Provide individualized advice and recommendations to current and prospective clients on the purchase of insurance products, explaining and discussing with clients the advantages and disadvantages of various coverages and coverage options, including costs, risks, and benefits of each.
Analyze collected information from current and prospective clients and compare, contrast, and evaluate products, then individualize advice and strategies for each client based upon their current and desired status, risk tolerance, needs, objectives, and goals.
Ideal candidates must have excellent interpersonal skills along with strong oral/written communication skills, strong problem-solving skills, and a high sense of urgency. Our ideal candidate will also exhibit our core values, vision, and code of conduct.
Essential Functions:
- Respond to client questions by providing information in person, over the phone, and by email.
- Meet with current and prospective clients, typically in person or over the phone, and discuss and collect insurance information and needs.
- Own the client experience model and bonding process.
- Meet compliance standards.
- Manage day-to-day requests.
- Process policy changes and update agency management systems.
- Attend required trainings and meetings.
- Collaborate with team members on service needs.
- Back up to claims advocate in assisting with reporting claims.
Requirements
Desired Qualifications:
- High School Diploma or Equivalent.
- Bachelors’ or Associates degree preferred.
- Customer or Personal Service experience (1-3 years).
- Experience in the Insurance Industry (1-3 years).
- License in Property & Casualty a plus but not required.
Physical Requirements (specific to role):
- Ability to work effectively in an office environment for 40+ hours per week (including sitting, standing, and working on a computer for extended periods of time).
- Ability to communicate effectively in a collaborative work environment utilizing various technologies such as telephone, computer, web, voice, teleconferencing, mail, etc.
- Ability to read standard typed documents.
- Ability to travel is required.
The job description describes the general nature and level of work performed in this role. It is not intended to be an exhaustive list of all duties, skills, responsibilities, knowledge, etc. These may be subject to change and additional functions may be assigned as needed by management.
Location: Winona, MN
Non-Exempt reporting to Personal Lines department manager.
Core hours 8:00-5:00 with flex scheduling after introductory period.
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