3 customer benefit advisor i jobs found

Under the direction of the Director of Sales, the Personal Lines Account Executive will be responsible for generating new business sales to drive organic growth and to provide a high-level of customer service in retaining and servicing Personal Lines Accounts.   This opportunity is for an individual that enjoys networking, has a high level of professionalism, and a passion for providing personalized service to their clients. Essential Duties & Responsibilities Prospect and qualify new personal lines accounts that meet agency standards. Generate new business appointments through networking, referrals, and other sources to attract and retain clients. Identify cross-sell opportunities across departments and expand lines of business on current accounts. Meet or exceed assigned annual new business revenue and retention goals. Proactively manage an assigned book of business using the Epic Agency Management System. Obtain information requested by company...

Essential Duties & Responsibilities Provide, with a positive attitude, a high level of support in obtaining, maintaining, expanding and servicing personal accounts with demonstrated experience Assists department leadership with special projects and business needs in support of agency operations and growth (i.e. training, workflow improvements, communications, meetings/event coordination, documentation of best practices)  Grow and develop talents and insurance knowledge in conjunction with The Ansay Way to the highest level possible and demonstrate expertise in both quality and efficiency   Responsible for strong results of account Round/Up-Sell existing books for additional lines of coverage or policy limits (umbrellas/ higher limits/specific coverage endorsements)  Handles VIP client accounts by providing outstanding customer service and tailored experience  Ensures proper documentation handling and detail-oriented workflow. Best practices are upheld and provides...

In this hybrid, you will be expected to work a minimum of 10 days per month from our Madison, WI 53783 office. You will report to a director, legal. Position Compensation Range: $150,000.00 - $255,000.00 Pay Rate Type: Salary Compensation may vary based on the job level and your geographic work location. Relocation support is offered for eligible candidates. Primary Accountabilities   You will select and manage outside counsel to assist with corporate litigation in class actions, employment, life and agent matters. You will review and edit briefs and motions prepared by outside counsel . You will participate in and supervise exposure analysis and setting reserves. You will participate in mediations and settlement conferences. You will provide legal advice and participate in development of corporate and enterprise strategies. You will manage case budgets and reviews outside counsel billing. You will analyze legal questions, conduct legal...