Job Title: Personal Insurance AdvisorLocation Options: Shillington, PA | Nazareth, PA | Allentown, PA
Worksite Arrangement: Onsite
Compensation: $55,000-$65,000 Annually
Job Summary:The Personal Insurance Advisor will be responsible for managing existing client policies, processing renewals and rewrites, and providing exemplary customer service. This position will require the ability to market cross-sell and up-sell insurance products, educate clients on coverage options, and maintain accurate and up-to-date records in the agency management system. The ideal candidate will possess a solid understanding of personal lines underwriting, strong communication skills, and a keen attention to detail.
Key Responsibilities:
Client Management & Service:
- Handle existing client processes, including renewals and rewrites.
- Provide in-house customer service and respond to client inquiries regarding insurance policies, claims, and coverage.
Cross-Selling & Up-Selling:
- Market existing business for cross-sells and up-sells, transferring cross-sell opportunities to the Personal Insurance Producer.
- Educate clients on coverage options, technology tools, and the ease of doing business with the agency.
Policy & Documentation Management:
- Input customer applications into the agency management system from carrier rating applications and manually entered policies (99% of policies are downloaded via IVANS).
- Assemble required documentation such as applications, photos, and appraisals for submission to insurance carriers for policy issuance, and document in AMS360 activity.
- Ensure new and renewal policies are accurate in terms of rating, key-entry, coverage, and signatures. Ensure timely delivery or mailing of policies to clients.
Renewal Process & Pricing Adjustments:
- Monitor renewal process, verifying that policies are renewed, rewritten, or updated in AMS360.
- For renewals showing a price increase of 15% or more, research alternative savings options, such as discounts, deductible adjustments, or rewrites.
Client Communication & Follow-Up:
- Receive and respond to client calls regarding insurance, claims, evidence of insurance, or policy issues.
- Maintain and update the client suspense system, following up on outstanding orders, reports, and correspondence.
Carrier Interfacing & Correspondence:
- Manage carrier relationships and ensure compliance with agency standards.
- Handle routine correspondence between carriers, the agency, and insured clients.
- Process mail daily, scanning and documenting activities, and reaching out to clients as necessary.
Claims & Documentation Maintenance:
- Provide new claims clients with adjuster contact information through email or postcard.
- Review daily company downloads, updating descriptions for policy changes, cancellations, and other adjustments.
Special Projects & Ad-Hoc Duties:
- Perform special projects as assigned by management.
- Maintain electronic files in an orderly and up-to-date manner, labeling attachments according to the Personal Lines Process Manual.
- Ensure adherence to agency E&O (Errors and Omissions) guidelines.
Qualifications:
Compensation & Benefits:Competitive salary based on experience, with opportunities for performance-based incentives and a comprehensive benefits package.
Upon completing the application, you will be prompted to complete our HAALO assessment. HAALO is simply a way for us to understand your preferences, behaviors, and work styles. The assessment is a required step to complete this application.By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email.
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