4 client advisor jobs found in New Brighton, MN

Purpose of Job To provide day-to-day service and support to new and existing clients 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%) Research and answer calls regarding claims from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and payment questions. Foster and maintain good working relationships with insurance companies and underwriters. 2.  Serve as the first point of contact for policyholders reporting a claim. Procedures will be created regarding how to transfer claim calls / emails. etc. 3.  Investigate, evaluate, and process personal lines claims in accordance...

Purpose of Job To provide day-to-day service and support to new and existing clients 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%) Research and answer calls regarding claims from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and payment questions. Foster and maintain good working relationships with insurance companies and underwriters. 2. Serve as the first point of contact for policyholders reporting a claim. Procedures will be created regarding how to transfer claim calls / emails. etc. 3. Investigate, evaluate, and process personal lines claims in accordance with policy coverage...

To provide day-to-day service and support to new and existing clients 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. (75-80%) Research and answer calls from clients, underwriters and third parties. Advise clients regarding insurance coverage and risk management issues. Process policy changes and cancellations. Handle claims and billing inquiries. Foster and maintain good working relationships with insurance companies and underwriters. 2.  Work with existing clients to providing quotes on current lines of business, or line replacements, and cross-selling. (10-15%) 3.  Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or...

Responsible for reviewing client’s renewals, looking into premium increases, identifying any gaps in coverage or coverage errors or omissions, and remarketing accounts as needed. Job Duties and Responsibilities (Essential Job Functions) Common job activities are listed below; actual position responsibilities may vary. Refer to your manager or human resources for specific duties and performance expectations. Review and compare client’s current policies with their renewal policies and investigate the reason for any major increases in premium. (30-40%) Advise client’s regarding insurance coverages and risk management issues. Identify any additional insurance needs, gaps in coverage or possible incorrect/outdated information. (20‑30%) Requote client’s policies as needed or as requested. Send applications/cancelation forms, issue new policies and enter information into the agency management system as needed. (20-30%) Stay up to date on carriers’ policies, packages,...