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Client Advisor
Job in
Clearwater, Pinellas County, Florida, 34623, USA
Listed on 2026-08-22
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-22
Job specializations:
-
Insurance
Insurance Agent & Advisor
Job Description & How to Apply Below
Responsibilities
- Manage Renewal Process
- Provide insurance advice pertaining to technical aspects and service support of new and renewal business including maintaining client retention of existing accounts
- Communication/Client Service (internal & external clients)
- Master Sagitta Agency Management System and document management system
- Mentor associates
- Problem solving including abstract reasoning
- Client claims management
- Manage client accounts receivables/payables
- Time management and organization
- Current 2-20 license
- Extensive knowledge of business insurance policy contracts/coverages
- Extensive understanding of the regulatory, legislative, and legal issues surrounding critical commercial situations, including understanding of marketplace and market conditions
- Working knowledge of Sagitta Agency Management System, or willingness to learn
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