Client Service Advisor

As a Client Service Advisor, you will be instrumental in fostering strong customer relationships and delivering exceptional service to our clients. Reporting to the Client Services Manager, your core skills in customer relationship management and communication will be vital in addressing client needs effectively.

Ensure customer satisfaction, business growth and retention by delivering accurate options to customers when they request policy changes and guide them through the process.

Ensure prompt response to all incoming calls, voicemails, and emails from clients, staff or third-party vendors, aiming for same-day resolution.

Resolve client inquiries & issues by identifying and uncovering the clients needs. Clarify & explain company & carrier policies to the clients by utilizing various resources.

Efficiently handle a large number of customer requests by managing pending tasks promptly while documenting clearly to enable anyone to understand the clients immediate needs and what has been done already.

Manage client billing by effectively communicating with insurance carriers regarding billing matters, payment methods and policy reinstatements

Initiate proactive communication with customers before their renewal to review their current coverage and provide information on additional coverages they may require.

Identify opportunities for up-selling customers on lines of business not currently underwritten.

Identify opportunities for cross-selling customers on lines of business (Life, Medicare, Commercial, Group Benefits) not currently with the agency.

Knowledge, skills and abilities:

• Indiana Property and Casualty agent’s license is required.
• This fast-paced position requires an Associate or Bachelor degree or equivalent business experience; the ability to read quickly with good comprehension; the ability to write using good grammar and punctuation and precise mathematical skills.
• The ability to deftly access and train on all company websites for quoting, billing information and uploading endorsements.
• The ability to gain knowledge of all endorsements added to all personal lines policies to obtain accurate quotes.
• Empathic listening skills and careful speaking skills.
• A thorough knowledge of the phone system, including the ability to transfer calls and conference call.
• The ability to use Outlook to send and receive emails including attachments.
• The ability to utilize the in-house software systems within 60 days of employment. Must be proficient in the comparative rater; EZLynx, be able to scan and attach appropriate items in APPLIED, use of Genifax; and utilize company websites to upload payments and resolve billing and policy inquiries.
• Able to interpret, research and execute complicated customer requests regarding billing, changes, EPI’s and certificates with supervision.
• Handle straight forward agency billing.
• Be able to explain most coverage to clients.
• Have a client approval rating above 90% or better.
• Ability to understand, memorize, retain, and carry out oral or written instructions.
• Ability to work alone with minimum supervision and with others in a team environment.
• Ability to work rapidly for extended periods and on several tasks at the same time.
• Ability to work effectively with frequent interruptions.
• Ability to occasionally work extended, evening hours
• Ability to communicate effectively and maintain composure when dealing with irate/emotional individuals.

Job Type: Full-time

Pay: $19.00 - $21.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Dental insurance
• Employee assistance program
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• Monday to Friday

Experience:

• working at an insurance agency: 1 year (Required)

License/Certification:

• Indiana Property & Casualty Insurance license (Required)

Ability to Relocate:

• Michigan City, IN 46360: Relocate before starting work (Required)

Work Location: In person

Salary : $19 - $21