Job Description
Are you a client-focused insurance professional who thrives on building relationships and delivering smart solutions?
We’re looking for an Account Advisor to help grow our Select (Small) Business Unit by developing tailored insurance proposals, guiding prospects through the coverage process, and ensuring an exceptional client experience from first contact to bind.
What You’ll Do:
Prospect & Client Engagement
- Respond to assigned prospects within 24 hours (unless otherwise directed) to ensure a best-in-class experience.
- Work leads from multiple sources including inbound calls, emails, website inquiries, referrals, cross-sell opportunities, carrier leads, marketing campaigns, and agency partnerships.
- Gather all necessary client information to develop accurate and competitive insurance proposals.
Insurance Solutions & Proposal Management
- Submit applications, respond to carrier inquiries, present quotes, and bind coverage.
- Leverage your industry knowledge to design customized insurance solutions that deliver the best possible outcomes for clients.
Operational Excellence
- Maintain accurate and up-to-date records in the Agency Management System in accordance with agency standards.
- Track and report lead activity and results to support ongoing growth initiatives.
- Assist with carrier consolidation initiatives and other special projects as needed.
- Adhere to all agency, departmental, and carrier policies and regulations.
What You Bring:
- Active Property & Casualty Producer’s Insurance License (Required) .
- Proficiency in Microsoft Office (Word, Excel, Outlook, etc.).
- Strong written and verbal communication skills with the ability to explain complex information clearly and confidently.
- Excellent problem-solving skills with the ability to analyze information and make sound, independent decisions.
Why Join Us?
- Make a direct impact on client success and agency growth.
- Enjoy autonomy and trust in your decision-making.
- Work with a supportive team that values expertise, initiative, and continuous improvement.
Interested in working for us?
Send resumes to: Shara D. Richardson - Talent Acquisition Specialist at: srichardson@hig.net
Job Tags
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