Senior Client Success Advisor

Company Details

 

Intrepid Direct Insurance (IDI) is a rapidly growing innovative property and casualty company and a member of the W. R. Berkley Corporation, a fortune 500 company, rated A (Superior) by A.M. Best. Our vision is to create the most efficient insurance experience for our customers leveraging technology and our deep knowledge of our customer’s needs. Our team is comprised of “A” level talent and innovative thinkers. You will be part of a highly collaborative team of talented and focused professionals. Join a group that enjoys working together, trusts each other, and takes pride in our hard-earned success.

 

https://intrepiddirect.com/

 

The Company is an equal employment opportunity employer.

Responsibilities

Our team needs a Senior Client Success Advisor with a broad skill set who can help build on our success to date and propel us to the next level in the future. As a member of a rapidly growing company, you’ll have a wide range of responsibilities including everything from working closely with new franchisee prospects to helping current clients with their renewals, as well as daily service needs.

 

The Senior Client Success Advisor will provide superior customer service to our clients for their Property and Casualty insurance. The Senior Client Success Advisor will be a team player. As Intrepid Direct Insurance grows, it is important that all employees work together to achieve our goals.

 

Key functions include but are not limited to:

• Become an insurance expert in Intrepid Direct’s customer risk types.
• Work directly with large insureds and prospects to provide initial quotes, renewal quotes, and ongoing daily service.
• Work with urgency to complete customer requests.
• Assist in training Client Success Advisors.
• Lead strategy implementation for large accounts for both servicing and loss control.
• Visit large accounts and attends conventions on an as-needed basis.
• Partner with Underwriting department to assist in risk selection.
• Provide outstanding customer service with each customer contact point.

Qualifications

• Bachelor’s degree or equivalent industry work experience required.
• Property and Casualty Insurance license required.
• Insurance designations preferred, but not required.
• 7 years of insurance experience preferred.
• Experience in leading teams and projects.
• Large account experience and track record of success with process implementation.
• Build sustainable relationships of trust through open and interactive communication.
• Excellent communication (verbal/written) skills.
• Innovative mindset with the ability to contribute to our industry disruptor culture.
• Knowledge of commercial insurance and coverages, with desire to develop further knowledge.
• Background or familiarity with Auto Aftermarket business or ability to learn quickly.
• Customer Service Orientation: Takes responsibility for handling client requests and needs.
• Planning and Organizing: Ability to organize, multi-task, prioritize, and manage time effectively.

This role is based in our Overland Park, KS office. It is a full-time, in-office role.

Additional Company Details

We do not accept unsolicited resumes from third party recruiting agencies or firms. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Sponsorship Details

Sponsorship not Offered for this Role