VIP Account Advisor

HomeServices Relocation, LLC; New Brighton (MN); On-site; USD 34,440 - 43,050; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

401(k) with employer match

Paid Vacation (PTO)

Flexible Spending Account

Job summary

A leading insurance services provider seeks an experienced professional to support day-to-day service for VIP clients. The role includes enhancing business strategy, advising on insurance coverage, and maintaining strong client relationships. Ideal candidates will have a High School Diploma and five years of servicing experience, along with a Property and Casualty License. This position offers a wage range of $25.00 - $31.25 hourly and a comprehensive benefits package including medical, dental, vision, and retirement plans.

Qualifications

• Five years successful servicing experience with an independent agency.
• Thorough knowledge of all personal lines insurance products.
• Ability to advise clients on insurance coverage and risk management.

Responsibilities

• Support sales programs and client relations.
• Perform annual account reviews for assigned clients.
• Work with existing clients to round accounts and identify needs.

Skills

Property and Casualty License

Working knowledge of insurance agency operations

Excellent analytical skills

Excellent oral and written communication skills

Proven time management skills

Familiarity with risk assessment techniques

Education

High School Diploma or equivalent work experience

Job description

Location

119 14th St NW, New Brighton, MN 55112, USA

Job Summary

To provide day-to-day service and support to specifically assigned new and existing VIP clients of the Agencies business such that objectives for profitability and growth are met.

Job Duties and Responsibilities (Essential Job Functions)

1. Support sales programs and long-term objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness. (30-40%)

• Support Sales team for new business.
• Research and answer calls and emails from clients, producers, carriers and third parties.
• Advise clients regarding insurance coverage and risk management issues.
• Process policy changes, renewals, and cancellations.
• Handle claims and billing inquiries.
• Foster and maintain good working relationships with Agency Producers and insurance company underwriters.

2. Perform annual account reviews for each assigned client (30-40%)

3. Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages. (10-20%)

4. Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to the department manager. (0-5%)

5. Perform any additional responsibilities as requested or assigned. (0-5%)

Performance Expectations

• Meet all performance and behavior expectations outlined in the company performance appraisal form or communicated by management.
• Perform responsibilities as directed achieving desired results within expected time frames and with a high degree of quality and professionalism.
• Establish and maintain positive and productive work relationships with all staff, customers, and business partners.
• Demonstrate the behavioral and technical competencies necessary to effectively complete job responsibilities. Take personal initiative for technical and professional development.
• Follow the company HR Policy, the Code of Business Conduct and all subsidiary and department policies and procedures, including protecting confidential company information, attending work punctually and regularly, and following good safety practices in all activities.

Qualifications

Education: High School Diploma or equivalent work experience and knowledge.

Experience: Five years successful servicing experience with independent agency (or equivalent).

Knowledge and Skills:

• Property and Casualty License
• Working knowledge of insurance agency operations, claims handling, coverages, rates, markets, and applicable insurance laws/codes.
• Thorough knowledge of all personal lines insurance products especially those represented through HomeServices Insurance.
• Excellent analytical, problem-solving, and decision-making skills.
• Excellent oral, written, and interpersonal communication skills.
• Proven automation, time management, and organizational skills.
• Familiarity with risk assessment and risk management techniques.

Wage

$25.00 - $31.25 hourly; actual wage is based upon education and experience. Potential for formulary incentive plan, based on financial results.

Benefits

Full suite of benefits including Medical, Health Savings Account, Dental, Vision, Life Insurance, Paid Vacation (PTO), 401(k) with employer match, Flexible Spending Account, and Employee Assistance Program (EAP)

Equal Opportunity Employer

Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.