Insurance Advisor

Avenica

Insurance Advisor

Allentown, PA
Full Time
Paid
  • Responsibilities

    Job Title: Personal Insurance Advisor
    Location Options: Shillington, PA | Nazareth, PA | Allentown, PA

     

    Worksite Arrangement: Onsite

    Compensation: $65,000-70,000 Annually

    Job Summary:
    The Personal Insurance Advisor will be responsible for managing existing client policies, processing renewals and rewrites, and providing exemplary customer service. This position will require the ability to market cross-sell and up-sell insurance products, educate clients on coverage options, and maintain accurate and up-to-date records in the agency management system. The ideal candidate will possess a solid understanding of personal lines underwriting, strong communication skills, and a keen attention to detail.

    Key Responsibilities:

    • Client Management & Service:

      • Handle existing client processes, including renewals and rewrites.
      • Provide in-house customer service and respond to client inquiries regarding insurance policies, claims, and coverage.
    • Cross-Selling & Up-Selling:

      • Market existing business for cross-sells and up-sells, transferring cross-sell opportunities to the Personal Insurance Producer.
      • Educate clients on coverage options, technology tools, and the ease of doing business with the agency.
    • Policy & Documentation Management:

      • Input customer applications into the agency management system from carrier rating applications and manually entered policies (99% of policies are downloaded via IVANS).
      • Assemble required documentation such as applications, photos, and appraisals for submission to insurance carriers for policy issuance, and document in AMS360 activity.
      • Ensure new and renewal policies are accurate in terms of rating, key-entry, coverage, and signatures. Ensure timely delivery or mailing of policies to clients.
    • Renewal Process & Pricing Adjustments:

      • Monitor renewal process, verifying that policies are renewed, rewritten, or updated in AMS360.
      • For renewals showing a price increase of 15% or more, research alternative savings options, such as discounts, deductible adjustments, or rewrites.
    • Client Communication & Follow-Up:

      • Receive and respond to client calls regarding insurance, claims, evidence of insurance, or policy issues.
      • Maintain and update the client suspense system, following up on outstanding orders, reports, and correspondence.
    • Carrier Interfacing & Correspondence:

      • Manage carrier relationships and ensure compliance with agency standards.
      • Handle routine correspondence between carriers, the agency, and insured clients.
      • Process mail daily, scanning and documenting activities, and reaching out to clients as necessary.
    • Claims & Documentation Maintenance:

      • Provide new claims clients with adjuster contact information through email or postcard.
      • Review daily company downloads, updating descriptions for policy changes, cancellations, and other adjustments.
    • Special Projects & Ad-Hoc Duties:

      • Perform special projects as assigned by management.
      • Maintain electronic files in an orderly and up-to-date manner, labeling attachments according to the Personal Lines Process Manual.
      • Ensure adherence to agency E&O (Errors and Omissions) guidelines.

    Qualifications:

    • Experience & Skills:

      • Minimum of 2 years’ experience in a similar personal lines insurance position is desirable.
      • Must be licensed according to state requirements.
      • Strong communication skills, both verbal and written.
      • Ability to understand personal lines underwriting and coverage.
      • Previous experience with AMS360 and Microsoft Outlook is a plus.
    • Technical Skills & Attention to Detail:

      • Proficiency in computer applications and accurate data entry is essential.
      • Ability to handle multiple tasks, prioritize effectively, and maintain attention to detail.

    Compensation & Benefits:
    Competitive salary based on experience, with opportunities for performance-based incentives and a comprehensive benefits package.

     

    Upon completing the application, you will be prompted to complete our HAALO assessment. HAALO is simply a way for us to understand your preferences, behaviors, and work styles. The assessment is a required step to complete this application.
    By submitting an application to Avenica, you are agreeing to be contacted via SMS text messages and email.

     

    \#ClassHiring \#3

  • Compensation
    $65,000-$70,000 per year
  • Industry
    Hospitality