Client Advisor

Posted on Aug 29 Woodland Hills, CA


Poms & Associates



We are looking for a Commercial Lines Client Advisor

At Poms & Associates, our collective knowledge and experience serving the needs of public, private and institutional entities makes us more than mere advisors. We become trusted partners in understanding our clients' specific and unique needs and risks. We keep a critical eye on staffing to ensure that our clients' expectations are exceeded on every level, at every turn.

We are seeking exceptional Client Advisors who will be responsible for overall account management, including retention of business, rounding of accounts and Client meetings. Client Advisors also maintain Client relationships by serving as in-house liaisons between Poms and the Client.

DUTIES & RESPONSIBILITIES
• Communicate with carriers and service team to ensure exceptional Client service is delivered
• Coordinate with marketing executive to ensure that Client requests/requirements are met during the marketing process
• Check policies and make appropriate recommendations for coverage additions or changes and communicate all open items to the Client in writing
• Respond to and process requests from policy holders and carriers for new policies or changes to existing coverages
• Achieve maximum utilization of time and assets considering the impact of schedules, deadlines, priorities and outside pressures
• Follow company E&O guidelines, policies and procedures, including notifying clients of gaps in coverage and advising Account Executive of potential E&O exposures through the regular review of the assigned book of business
• Remain current on industry trends and information, new product information, legislation, coverages and technology
• Meet personally with Clients and ensure that all needs/requirements are met
• Participate in renewal strategy meetings
• Submit accurate renewal applications to carriers and follow up with carriers and marketing executive to ensure timely receipt of quotations and policies
• Performs function of the Client Specialist on an as needed basis
• Mentor Client Specialist
• Other duties as assigned

REQUIREMENTS
• High school diploma or GED
• Valid Property and Casualty license
• Insurance designation preferred or be willing to pursue a designation
• Three or more years property/casualty multi-line commercial experience
• College degree and/or professional insurance designation(s) preferred
• Exceptional organizational and Client service skills
• Strong interpersonal, mathematical, analytical, verbal and written communication skills
• Knowledge of AMS360 required or similar agency management system
• Solid technical knowledge in all areas of insurance including loss sensitive finance alternatives required
• Prior account rounding and marketing responsibilities preferred
• Independent, self-starter who can handle multiple tasks and possesses the ability to train and mentor other staff members

COMPENSATION & BENEFITS
• Competitive compensation
• Group Benefits Plan (Health, Dental & Vision)
• Paid Vacation and Holidays
• Paid Sick Days
• 401(k) Matching Program
• Education Tuition Reimbursement
• Incentive compensation available
• Continuing education
• Career advancement opportunities