Demo

Risk Advisor Coordinator

Dahl Consulting
Mendota, MN Full Time
POSTED ON 3/19/2025
AVAILABLE BEFORE 4/17/2025

About the Job:

  • This position involves working closely with clients to develop and maintain strong relationships.

Key Responsibilities:

  • Processing policy changes in a timely and accurate manner.
  • Handling cancellations with care and adhering to E&O guidelines.
  • Assisting clients with plan and/or carrier changes, claims, and billing.
  • Reviewing current insurance programs to offer the right coverage at a competitive price.
  • Collaborating with Risk Advisors to ensure client requests are met.
  • Providing excellent customer service and resolving inquiries promptly.
  • Working collaboratively as part of a team to monitor and complete tasks.
  • Maintaining positive relationships with partner insurance carriers.

Requirements:

  • Minimum 3 years customer service experience.
  • Willingness to obtain an insurance license.
  • Proven customer service skills.
  • Effective communication and organizational skills.
  • Ability to prioritize tasks and work in a fast-paced environment.
  • Proficiency in Microsoft Office suite.

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