Personal Insurance Advisor – Wichita

Insurance Center Inc.; Wichita (KS); On-site; USD 50,000 - 70,000; Full time

Job summary

ICI is seeking a Personal Insurance Advisor to serve as the primary contact for personal clients, delivering tailored insurance solutions and outstanding service. You will manage renewals, assist with claims, and proactively enhance coverage while collaborating with underwriters and carriers.

The role requires licensure or willingness to obtain it, strong communication skills, and a detail-oriented approach in a fast-paced agency environment.

Qualifications

• Licensure or willingness to obtain relevant insurance licenses.
• Prior experience in customer service or account management.
• Strong understanding of personal insurance products and regulations.
• Excellent verbal and written communication with clients.
• Detail-oriented with accuracy in policy documentation.
• Ability to prioritize tasks and work in a fast-paced environment.
• Team player who collaborates with colleagues.

Responsibilities

• Develop and maintain positive relationships with personal clients as the main contact for insurance matters.
• Handle policy renewals with timely review and renewal proposals.
• Assist clients with the claims process, advocating for prompt resolution.
• Conduct coverage reviews, identify gaps, and recommend solutions.
• Stay informed on market trends to provide relevant advice.
• Collaborate with underwriters and carriers to negotiate terms and rates.

Skills

Communication

Customer service

Relationship mgmt

Negotiation

Organization

Attention to detail

Education

Licensure

Job description

At ICI we take pride in our commitment to providing exceptional service and building strong relationships with our clients. As a Personal Insurance Advisor, you will play a vital role in ensuring our personal clients receive the best insurance solutions to meet their specific needs. Your dedication to delivering outstanding customer service will directly contribute to our agency’s continued success and growth.

In this role, you will have the opportunity to work closely with our valued personal clients, building lasting relationships and providing them with personalized insurance solutions. You will handle policy renewal processes, assist with claims, and proactively identify opportunities to enhance coverage. Your strong communication and negotiation skills will be essential as you collaborate with underwriters and insurance carriers to secure competitive rates and coverage options for our clients.

Client Management: Develop and maintain positive relationships with personal clients, serving as their primary point of contact for all insurance-related matters.

Policies and Renewals: Handle policy renewals, ensuring timely review, analysis, and presentation of renewal proposals to clients.

Claims Support: Assist clients with the claims process, advocating on their behalf and ensuring prompt and fair resolution.

Coverage Analysis: Conduct comprehensive coverage reviews for clients, identifying gaps and recommending appropriate solutions.

Market Research: Stay updated on industry trends and market conditions to provide relevant and timely advice to clients.

Collaboration: Work closely with underwriters and insurance carriers to negotiate terms, secure competitive rates, and tailor insurance packages to meet clients’ unique needs

Requirements

Licensure: Possess or be willing to obtain relevant insurance licenses.

Experience: Prior experience in a customer service or account management role is highly desirable.

Knowledge: Strong understanding of personal insurance products, coverages, and industry regulations.

Communication Skills: Excellent verbal and written communication abilities, with a focus on building rapport with clients.

Detail-Oriented: Strong attention to detail and accuracy in policy documentation and client correspondence.

Organization and Time Management: Ability to prioritize tasks, manage competing deadlines, and work efficiently in a fast-paced environment.

Team Player: Collaborate effectively with colleagues and contribute to a positive and supportive work environment.