Client Advisor

This is the general JD: Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Overview

• This position supports the Account Executive with responsibilities related to client management and retention.

Essential Duties and Responsibilities

• Responsible for identifying, soliciting and closing new business for the company
• Generate an ongoing list of prospects
• Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients
• Ability to identify opportunities for cross-sell of other lines of insurance
• Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage
• Identify opportunities to round out accounts for existing clients
• Maintain client relationships and retention of accounts through agency’s renewal workflows.

Qualifications

• 3-5 years of experience working in an insurance brokerage or carrier
• Personable and highly motivated to grow personal success
• Good written and verbal communication and presentation skills
• Excellent organization and follow-up skills
• Consultative, positive and resourceful approach to dealing with prospect, clients and associates
• Excellent listening skills with strong customer focus
• Applied Epic or similar agency management software experience, preferred
• Able to work independently and enjoy a high degree of interaction with team members
• Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
• Self-motivated and driven
• Maintain a sense of urgency and ability to work with and meet deadlines
• Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
• Demonstrates excellent time management and prioritization skills
• Attention to detail and commitment to a high level of accuracy
• The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
• Ability to maintain a professional demeanor and positive attitude

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.