Personal Lines Client & Coverage Advisor

Element Risk Management; Medina (OH); Vor Ort; USD 50.000 - 70.000; Vollzeit

Zusammenfassung

Element Risk Management in Ohio seeks a Personal Lines Service Advisor I to manage client relationships, verify policy accuracy, and support risk solutions. You will be the go-to resource for day-to-day servicing, underwriting coordination, and cross-sell opportunities.

Responsibilities include handling policy inquiries, processing changes, and maintaining records within the agency management system. Strong communication and personal lines knowledge are essential for success in this role.

Qualifikationen

• Bachelor’s degree in Risk Management or related field preferred.
• CISR designation is preferred.
• Must be organized with strong communication skills (verbal and written).

Aufgaben

• Manage daily client communications, including policy inquiries and service requests.
• Process policy changes and endorsements with accuracy and timeliness.
• Maintain up-to-date client records in the agency management system.
• Coordinate with carriers and internal departments to resolve service issues.
• Monitor renewal timelines and proactively initiate renewal processes.
• Oversee underwriting processes to ensure compliance and timely policy delivery.
• Identify cross-sell opportunities and advise on additional coverages.

Kenntnisse

Personal lines

Underwriting coordination

Client communication

Regulatory knowledge

Ausbildung

Bachelor’s degree in Risk Management or related field

CISR designation (preferred)

Jobbeschreibung

Element Risk Management in Ohio seeks a Personal Lines Service Advisor I to manage client relationships, verify policy accuracy, and support risk solutions. You will be the go-to resource for day-to-day servicing, underwriting coordination, and cross-sell opportunities.

Responsibilities include handling policy inquiries, processing changes, and maintaining records within the agency management system. Strong communication and personal lines knowledge are essential for success in this role.