Job Description

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.

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