Client Advocate

Summary

The Client Advocate oversees endtoend renewals manages client relationships and supports daily client inquiries. This position involves working closely with clients to understand their unique risk profiles needs and goals so that our agency can provide proactive guidance and tailored solutions. This role requires a licensed individual with advanced industry designations preferred (CIC CPCU CRM etc.).

Why Jewelers Mutual

We are a financially secure exceptionally positioned and intellectually curious company driven by our core values of Agility Accountability and Relevancy! We continue to raise the tide of the jewelry industry weve served since 1913 through our innovative people our unyielding customer commitment and evolution of our products and services to be the most trusted advisor to all we serve.

With a generous benefits package office locations throughout the United States and a mantra of making your mark today consider evolving your career and shining bright with Jewelers Mutual Group!

Essential Duties and Responsibilities include the following. Other duties may be assigned.

• Portfolio Management: Own client relationships within smalltomid revenue tiers serving as the primary point of contact for clients delivering exceptional service and support throughout the renewal process and beyond. Explore clients other business operations to become their holistic insurance agent of choice.
• Client Relationship Management: Provide excellent service to policyholders solving problems promptly and becoming a resource for policy questions and requests. Develop and maintain longterm relationships with clients serving as a trusted advisor. Understand their evolving needs and provide personalized solutions to meet their insurance objectives. Negotiate with carriers to secure the best possible coverage and pricing for clients considering their specific requirements and risk profiles. Maximize opportunities to educate clients about loss prevention and security strategies product features and carrier underwriting recommendations.
• Risk Analysis and Program Design: Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals. Conduct coverage gap analyses to advise clients of potential exposures and solutions resulting in the addition of necessary lines of business.
• Carrier and Underwriter Relationship Building: Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients. Maintain open communication channels to facilitate smooth transactions and address any issues promptly.
• System and Policy Compliance: Maintain accurate client records policy documentation and renewal schedules. Process policy endorsements amendments and other administrative tasks accurately and efficiently. Assist with maintaining compliance with industry regulations and agency standards.
• Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Leadership Responsibilities

None

Qualifications

• High school diploma required; Bachelors degree preferred
• 24 years customer service experience required
• 5 years of insurance industry experience preferred
• Property/Casualty Insurance Agent License required
• Advanced industry designations preferred (CIC CPCU CRM etc.)
• Strong communication and problemsolving skills
• Proficiency in MS Word Excel and Outlook

Certificates Licenses Registrations

• Active Property & Casualty insurance license required

Physical Requirements

• Prolonged periods sitting at a desk and working on a computer.
• Occasionally required to stand; walk; use hands to finger handle or touch objects or controls; and talk or hear.