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Client Service Advisor - Commercial/Business

Company: Franconia Insurance and Financial Services
Location: Telford
Posted on: July 28, 2022

Job Description:

Responsibilities Include: Servicing assigned Commercial accounts following all agency systems, procedures, and insurance company regulations. Develop relationships with underwriters; contact underwriters for assistance with coverage questions, as needed. Being knowledgeable of insurance products, markets, and insurance carriers; solution-oriented services; rating procedures; coverage; and industry operations to effectively service clients and prospects. Having a thorough understanding of personal property and casualty insurance products and services and related coverage. Being a good listener to the clients, identify potential exposures, and offer solutions, keeping in mind the types of services FIFS can provide for them. Review existing policies to identify gaps in coverage and/or areas where clients could benefit by expanding coverage. Review newly issued policies for accuracy. Maintain orderly electronic files and documentation, following agency standards. Keep workload reports within acceptable agency guidelines. Handle requests for changes to current policies; follow up with a verification correspondence; review endorsed policy for accuracy. Keep database current. Handle all correspondence regarding existing policies. Help clients manage payment options. Seek referral opportunities for all FIFS departments. Oversee the claims process for clients; get involved as needed; be an advocate for the client. Practice enhancing a positive client experience and provide suggestions for agency improvements. Maintain a current insurance license and attend relevant continuing education courses to expand insurance and product knowledge. Be a positive promoter of FIFS in all business and personal settings.Essential Skills: Excellent phone and electronic communication skills. Critical listening Friendly and patient demeanor able to gracefully handle client interaction and deliver top-notch client experiences. Detail-oriented and ability to maintain accurate records Ability to juggle multiple tasks and remain calm in challenging situations Ability to quickly adapt to change Ability to follow direction Ability to work in a team environmentJob Type: Full-timeExperience: Customer Service: 1 year (Required)Education: High School (Required)Language: English (Required)Work Authorization: United States (Required)Client service advisors are required to hold a Pennsylvania Resident Producer insurance license. New hires that do not currently hold the license will be provided 90 days to obtain the license. All licensing and continuing education fees are provided by FIFS.Work Remotely Available for consideration after onsite trainingJob Type: Full-timePay: $45,000.00 - $52,000.00 per yearBenefits: 401(k) 401(k) matching Dental insurance Disability insurance Employee assistance program Health insurance Health savings account Life insurance Paid time off Paid training Vision insuranceSchedule: 8 hour shift Day shift Monday to FridaySupplemental Pay: Bonus payAbility to commute/relocate: Telford, PA 18969: Reliably commute or planning to relocate before starting work (Preferred)Education: High school or equivalent (Preferred)Experience: Customer service: 3 years (Required)License/Certification: Property & Casualty License (Required)Work Location: One location

Keywords: Franconia Insurance and Financial Services, Bethlehem , Client Service Advisor - Commercial/Business, Other , Telford, Pennsylvania

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