The Client Advisor will use their knowledge and expertise to perform the necessary functions associated with servicing clients at the highest level possible. The Client Advisor may work with a book of business associated with an Account Executive or with a House-driven book. They will meet or exceed the servicing, sales, and renewal timeline requirements to provide the exemplary experience our clients rely on.
Responsibilities:
Prepare and submit requests for proposals (RFP) to insurance carriers
Request/compile client census for RFP's
Review and analyze quotes received from carriers
Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients
Audit spreadsheets for fellow Client Advisors as needed
Prepare employee communication and educational materials for clients
Prepare Open Enrollment materials, including Benefit Guides, for clients
Respond promptly and professionally to client service needs to ensure retention of existing clients
Follows all company and divisional SOPs regarding the Agency Operating System
Process new hire enrollments and employee terminations with the carriers
Complete carrier policy changes, including employer applications and new enrollments
Oversees entire implementation processes with carrier changes from start to finish
Perform contract review with respect to insurance requirements
Review newly issued policies for accuracy before delivery to clients
Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers
Maintain certifications and complete assigned training goals
Maintain and grow knowledge of changes in Life & Health insurance industry
Perform other duties as assigned
Required Skills/Abilities:
Excellent communication and interpersonal skills
Proficient in Microsoft Office, Outlook, and EPIC
Strong problem-solving skills
Ability to work independently
Organized, detail-oriented, and timely
Education and Experience:
Active North Carolina Life & Health license
2 + years of experience as a licensed Life & Health Insurance professional
Must have or be willing to obtain designations/certifications as required by director