Account Advisor, Commercial Lines

• Focus on client service and retention by overseeing the entire lifecycle of commercial insurance accounts from onboarding new clients to policy renewals and claims management
• Process policy changes endorsements and certificates of insurance in an accurate and timely manner
• Communicate and partner with insurance companies and/or Producers to ensure we are meeting client expectations
• Refer prospect(s) to the appropriate department or Producer
• Build and maintain strong long-lasting relationships with clients both internal and external
• Pro-actively assist Producers in retaining business
• Capable of servicing a complete book of business
• Serve as backup to the claims department taking claim reports answering questions on existing claims and referring any issues to the Claims Loss Control Coordinator or Producer
• Maintain and update electronic client accounts within EPIC and carrier portals
• Keep past-due activities to a minimum
• Demonstrate Relion Core Values
• Perform other duties as assigned

• High School diploma or GED required a college degree is preferred
• A minimum of one year of experience in the insurance industry is required
• Commercial Personal Life and/or Health Lines License is required
• Proficiently navigate commonly used computer systems and software (i.e. Word Excel PowerPoint etc.) with ability to learn new systems and software quickly required
• Knowledge of insurance markets and reference to markets is required
• Adequate knowledge of rating procedures coverages and industry operations to effectively manage and maintain client accounts is preferred
• Ability to maintain appointment by all carriers required

• Relay complex or abstract information and/or instruction in a descriptive and understandable fashion in both written and verbal forms
• Receive and interpret complex information which includes actively listening for total comprehension and asking questions that enhance the understanding of a certain topic
• Moderate-level math abilities is required which includes addition subtraction multiplication and division skills with whole numbers fractions and decimals.
• Basic-level reasoning abilities are necessary to understand and follow basic instruction from supervisory positions either by writing or verbally. This person also must meet deadlines and work well with teammates.

• Fast paced multi-tasking environment
• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

• This job description is intended to describe the level of work required of the person performing the job.
• Essential functions are outlined; other duties may be assigned as needs arise or as required to support the agencys essential functions.
• This description is not intended as a contract and is subject to unilateral change and revision by management.
• Reasonable accommodations may be made to assist individuals with disabilities to perform the essential job functions.

Required Experience:

Unclear Seniority