Business Risk Client Advisor

 

 The Client Advisor is responsible for delivering the best possible service experience to both current and prospective business risk clients. Client Advisors promote, foster, and manage both new and current client relationships. 

Summary of Essential Job Functions 

• Completes the application process for new and renewal business, including follow through with the customer and carrier to ensure an efficient and timely process 

• Orders and issues binders, certificates, policies, endorsements, and other related items. Facilitates corrections, when needed, and forwards to client with appropriate correspondence 

• Reviews renewal policies for risk exposures. Informs and educates customers about coverage, exclusions and exposures. Works with client to design insurance plan based on this information 

 

• Solicits additional lines of business and referrals, completes submissions and markets with core carriers, when possible 

 

• Reviews policy audits for accuracy and works with the customer and company to facilitate corrections 

 

• Completes company requests including, but not limited to, non-renewals, statements of value, and loss control recommendations 

 

• Sets up customer access to Zywave and assists with questions 

 

• Prepares summaries of insurance, schedules and proposals 

 

• Works with client on policy cancellations and aged receivable issues 

 

• Participates in industry continuing education for new product information, legislation, coverage, technology, and attends carrier meetings. 

 

• Interact, communicate and collaborate with ECM staff; sharing information and time as needed to support business objectives 

• Adheres to all ECM policies and procedures 

• Assists or completes other tasks as directed by the VP/SVP Producer and/or Business Risk Practice Leader 

 

Client Advisor – Business Risk Division 2/19/2020 

Minimum requirements 

Hold and maintain a NC Insurance Agent license. 

Prior experience as a Client Associate or similar position. 

Minimum high school graduate. College degree and/or commercial insurance experience and industry designations preferred. 

Core Competencies 

1. Models ECM Core Values. 

2. Customer Focus. Demonstrates a sense of urgency and concern for understanding and satisfying the needs of both internal and external customers. 

3. Builds Collaborative Relationships. The ability to develop, maintain, and strengthen partnerships with customers, colleagues, adjusters, and carriers. 

4. Thoroughness and Reliability. Ensuring that work product is timely, accurate, and complete. 

5. Clear and Persuasive Communication. The ability to express information and ideas clearly in both oral and written forms in a way that informs, influences, and persuades others. 

6. Technical Expertise. The ability to demonstrate a depth of coverage knowledge and business acumen. 

7. Professionalism. Thinks carefully about the likely effects on others of one’s words, actions, appearance, and mode of behavior. Selects the words or actions most likely to have the desired effect on the individual or group in question. 

 

Disclaimer 

The above statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.