PCF Insurance Services is a premier risk management, benefits design, and insurance brokerage services firm ranked #20 on Business Insurance's 2023 Top 100 Brokers and #12 on Insurance Journal's 2023 Top Property/Casualty Agencies. With 3,100 professionals across the U.S., PCF Insurance Services harnesses the power of its Agency Partner network to provide world-class service and unparalleled solutions to its clients. As the #1 Fastest-Growing Company in Utah in 2021, 2022 and 2023 and #247 Inc. 5000 Fastest-Growing Private Companies in America, our commitment to excellence is unmatched. At PCF Insurance Services, we foster a dynamic and inclusive work environment, encouraging growth and innovation while valuing each team member's contributions. Join our exceptional team and help shape the future of the insurance industry.
Corrigan Insurance Agency (part of the PCF Insurance Services Network) has been around since 1978 providing personal and business insurance coverage through a wide array of different carriers. We excel in finding you the best policies.
Job SummaryThe Private Risk Advisor will be responsible for managing day to day servicing of assigned portion of book of personal lines business through providing exceptional and innovative customer service and facilitating relationships between our firm, insurance carrier representatives and clients.
Duties And Responsibilities

• Management of day-to-day servicing of assigned portion of book of business adhering to company standards including but not limited to:

• Timely and accurate reporting of claims which could include: reporting matters to applicable carriers, coordination of carrier communication, assignment of defense counsel, adjuster assignment, evaluation of coverage, and guidance to insured throughout the claim process.
• Design, prepare and recommend insurance proposals for new and renewal business.
• Approach prospective clients and acquire new business through the penetration of existing clients. Discuss, suggest and present new coverage line options to existing clients as needed
• Regularly exercise discretion and independent judgment on significant accounts including but not limited to collecting and analyzing information regarding the client and assisting in product and pricing determinations, negotiating premiums, coverage enhancements, retention levels and

premiums on behalf of the client

• Work closely with clients to ensure their protected through our innovative and comprehensive insurance products.
• Provide various administrative and technical tasks in order to adequately support clients.
• Converse with clients and insurance carrier representatives regarding policy renewals, policy amendments, coverage terms and conditions, certificates of insurance and other insurance related matters.
• Resolve client issues and seek management involvement when needed.
• Maintain thorough knowledge regarding the insurance industry in general, the specifics coverage lines offered by the company, as well as the company’s business practices and procedures.
• Frequently arrange and attend meetings with clients and insurance carrier representatives, often accompanied by a supervisor but sole attendance is also required at times.
• Perform certain overlapping duties associated with the Assistant Account Manager position as needed
• Perform other duties and projects as assigned by Management, President or other Senior team members.

Qualifications

• Minimum high school graduate or equivalent.
• Possess and maintain a valid California Fire and Casualty License
• Understanding of business service functions, insurance terminology and various lines of personal lines insurance including homeowners, auto, umbrella, art, collections, jewelry, watercraft, specialty auto, fire, flood, etc.
• Knowledge of an Agency Management Systems is preferred
• Minimum 5 years insurance experience (Personal Insurance preferred)
• Intermediate proficiency with Microsoft 365 software including Excel, Word, Outlook, and PowerPoint.
• Experience using PC, printer, scanners, phones, and basic business equipment.
• Excellent customer service and listening skills and the ability to work effectively across all levels of the business organization (internal and external).
• Demonstrates considerable tact, diplomacy, discretion, and judgment with ability to build and maintain effective interpersonal relationships.
• Superior written/oral communication and interpersonal skills, developing constructive/cooperative working relationships with others striving for collaboration and demonstrating professionalism.
• Outstanding organizational and time management skills to successfully prioritize daily workload
• Ability to maintain a professional and courteous relationship with all employees, clients and clients vendors
• Ability to work independently and within a team to carry out assignments to completion within

Schedule

• FT – 40 hour work week
• 8:30 a.m. to 5:30 p.m.; Some flexibility in hours may be approved.
• Travel is minimal, although some out-of-area and overnight travel may be expected
• Accessible by phone early mornings, late nights, and weekends as needed.

Benefits

• Medical
• Dental
• Vision
• Life Insurance
• Paid Time Off
• 401K

PCF Insurance Services is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline and termination will be based on merit, qualifications and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy.
Attention Recruitment Agencies: PCF does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of PCF, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting PCF's Talent Acquisition Department.
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