Job Description

The Client Advisor will use their knowledge and expertise to perform the necessary functions associated with servicing clients at the highest level possible. The Client Advisor may work with a book of business associated with an Account Executive or with a House-driven book. They will meet or exceed the servicing, sales, and renewal timeline requirements to provide the exemplary experience our clients rely on.

Responsibilities :

• Prepare and submit requests for proposals (RFP) to insurance carriers
• Request/compile client census for RFP’s
• Review and analyze quotes received from carriers
• Prepare professional and accurate proposals/spreadsheets in Microsoft Excel for presentation to our clients
• Audit spreadsheets for fellow Client Advisors as needed
• Prepare employee communication and educational materials for clients
• Prepare Open Enrollment materials, including Benefit Guides, for clients
• Respond promptly and professionally to client service needs to ensure retention of existing clients
• Follows all company and divisional SOPs regarding the Agency Operating System
• Process new hire enrollments and employee terminations with the carriers
• Complete carrier policy changes, including employer applications and new enrollments
• Oversees entire implementation processes with carrier changes from start to finish
• Perform contract review with respect to insurance requirements
• Review newly issued policies for accuracy before delivery to clients
• Follow-up in a timely and professional manner with all clients, carriers, account executives and coworkers
• Maintain certifications and complete assigned training goals
• Maintain and grow knowledge of changes in Life & Health insurance industry
• Perform other duties as assigned 

Required Skills/Abilities:

• Excellent communication and interpersonal skills
• Proficient in Microsoft Office, Outlook, and EPIC
• Strong problem-solving skills
• Ability to work independently
• Organized, detail-oriented, and timely

Education and Experience:

• Active North Carolina Life & Health license
• 2 + years of experience as a licensed Life & Health Insurance professional
• Must have or be willing to obtain designations/certifications as required by director

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