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Licensed Premier Client Advisor

workfromhome • Posted 4 days ago
Remote Full Time Business and Financial Operations Occupations

Managing a portfolio of Tier 1 Premier clients, the full-time Licensed Premier Client Advisor will be responsible for client account servicing, retention, and renewal marketing while working remotely or from designated locations in the Pacific Time Zone. Key responsibilities: Maintain a minimum of 95% retention of client accounts through proactive engagement and follow-up on business transitions Provide technical expertise and account development support for new and existing clients, including conducting annual risk assessments and renewal meetings Manage all pre-renewal activities and ensure timely execution of policy renewals, including issuing proof of insurance and maintaining accurate documentation Required qualifications: Up to 5 years of experience in Personal Lines Property & Casualty Insurance with a comprehensive understanding of insurance coverages High School Graduate; a college degree is preferred but not required Must hold a state Property & Casualty insurance license Possession of an industry designation such as ARM, CIC, CPRIA, or CPCU is preferred, or a commitment to pursue one Familiarity with Sagitta/WorkSmart is a plus, but not mandatory

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