Business Insurance Client Advisor
On-siteTampa, Florida, United States or Fort Lauderdale, Florida, United States
Job Summary
Manage the renewal process by providing technical insurance advice and service support for new and existing accounts to maintain client retention. Execute communication and client service for both internal and external stakeholders while mastering the Sagitta Agency Management System and document management tools. Resolve complex problems using abstract reasoning and manage client accounts receivables and payables with strong time management and organizational skills. You will mentor associates and apply your five years of account management experience within an insurance agency. This role requires an active Florida 2-20 insurance license and proficiency in Microsoft Office.
Required Qualifications
- High school diploma or equivalent
- Active and Current Florida 2-20 insurance license
- 5 years of account management experience within an insurance agency
- Experience in a supervisory or team lead role
- Strong proficiency in Microsoft Office Products
- Excellent customer service skills
- Ability to communicate clearly (in writing and verbally)
- Thorough knowledge of insurance terminology and insurance products and their usage
Desired Qualifications
- Bachelor's degree or higher
- Experience with Sagitta and/or ImageRight
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.