Level #2 Licensed Insurance Advisor

Kevin J Carruthers Insurance Agency

Insurance Licensed Client Care Advisor

Reports To

The Job will report to the Agent and / or Office Manager

Job Overview

This role is one of a Level 2 Client Care Specialist that will focus their position towards handling all aspects of their designated clientele and evolving this relationship with each of them. It is crucial that our clients receive exceptional Client Experience during each interaction to help solidify and retain our book of business as well as proactively looking for opportunities to Multi-Line and Grow our book of business through pivoting to new opportunities and acquiring referrals.

Responsibilities and Duties

• Ability to Manage your own “Book of Business” with a list of assigned clients (between 1000 and 1500) that will be your responsibility. Managing, Growing and Retaining this relationship
• Deliver Second to None Client Experience while following and adhering to all Agency Processes and Tools that are available to you.
• Manage all “Active Claims” daily follow ups and assist clients with questions and concerns with their open claim. Coordinate assistance with the Claims Rep assigned to each case and help provide routine updates to clients on their situation on an ongoing basis.
• Manage all tasks related to Billing including Missed Payments, Invoice reminders, credit card updates, banking changes, Life Billing returns, billing confirmations after changes, and reinstatement conditions. Each task to be followed and pended until policy is active and not in danger of losing coverage (You will be assigned a designated Level #1 Advisor that will report to you and support you with billing follow ups & Other tasks)
• Actively Selling and Looking for Opportuni=es to grow our policy base by adding products to each household that were not present before. Auto Property and Financial Services
• Actively Market Auto Loan product through Claims (Total Losses) and Pivot to Life Insurance Appts daily.
• Demonstrate Ability to Pivot to Life & Financial Services Daily and obtain daily, weekly, monthly and annual performance targets in both pivo=ng and Appointments being held
• Managing your own “ongoing” activities daily and being able to recognize those that are more urgent and time sensitive, while also seXng proper client expectations
• Promoting our Business daily with existing clients through Google reviews and “Asking Daily”
• Receive positive NPS (Net Promotor Score) on returned surveys based on your client interactions
• Actively & Proactively assist agency in retaining our clients and book of business through our “SIGNificant Event” Retention process
• Solicit Referrals Daily from Client Base to Assist Agency in identifying new prospects

Qualifications Necessary

Agency Expectations / Performance Review

Compensation & Rewards Package