Select Client Service Advisor- Commercial Lines

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Select Client Service Advisor
- Commercial Lines

Fully Remote Wisconsin

The Select Client Service Advisor role is responsible for day-to-day account management for small to mid-sized clients. This role works to develop ongoing relationships with clients by supporting and facilitating sales, policy changes and claims.

• Promotes customer retention by providing #people first customer service by maintaining solid business-to-business relationships
• Reviews current coverage and recommends changes in coverage and markets as needed at each service contract
• Remarkets accounts as needed
• Maintains orderly electronic files and information in accordance with agency standards
• Verifies accuracy and coverage adequacy of policies, requests changes to correct errors as needed
• Keeps informed of industry and new product information, coverages and technology to continuously improve knowledge base

• Competitive compensation package- salary + quarterly incentives
• Comprehensive employee benefits package (medical, dental, vision, life, and disability insurance)
• 401(k) match
• Paid Time Off Security of working for a stable, independent agency with a defined path for internal succession
• A supportive team environment that celebrates success

• Current Property & Casualty license (or ability to obtain in the first 60 days of employment)
• Well versed and has general knowledge of standard concepts, practices, and procedures in the insurance industry