Client Success Advisor

Company Details: Intrepid Direct Insurance (IDI) is a rapidly growing direct to consumer property and casualty insurance company.
A member of the W.
R.
Berkley Corporation, a fortune 500 company, rated A+ (Superior) by A.
M.
Best, Intrepid Direct’s vision is to make life better for business.
The insurance industry has not evolved with innovation like other major industries.
We’re here to change that.
We are making life better for our customers, shareholders, and our team members by leveraging data and technology as insurance experts for our targeted customers.
You will be part of a highly collaborative team of talented and focused professionals.
Join a group that enjoys working together, trusts each other, and takes pride in our hard-earned success.
https://intrepiddirect.
com/ The Company is an equal employment opportunity employer.
Responsibilities: The Client Success Advisor will provide superior customer service to our clients for their Property and Casualty insurance needs.
The Client Success team is a cornerstone of how we will grow and service our clients in the future.
This position requires a broad skill set and a curious mindset with a desire to learn about our franchise customers, as well as the courage to challenge the old industry standard ways of working.
Key functions include but are not limited to: Become an insurance expert in Intrepid Direct’s customer risk types.
Work directly with prospects to provide initial quotes, renewal quotes, and ongoing daily service.
Assist in marketing and prospecting.
Work with urgency to complete customer requests.
Partner with Underwriting department to assist in risk selection.
Provide outstanding customer service with each customer contact point.
Answer incoming customers’ calls, request for certificates, endorsements, and any other service needs.
Manage account specific projects including but not limited to telematics implementation & monitoring.
Visit accounts and attend conventions on an as-needed basis.
Commitment to sustaining our high renewal retention rate.
Document all interaction with customers and prospects in our management system for record keeping.
Assist underwriting, sales, and IT to improve the customer experience.
Assume other tasks and duties as assigned by management.
Participate in organizational meetings on a regular basis.
Attend professional and/or continuing educational seminars and classes.
Qualifications: Property and Casualty Insurance license required.
Bachelor’s degree or equivalent industry work experience required.
Insurance designations preferred, but not required.
3+ years of insurance experience preferred.
Customer service orientation: Takes responsibility for handling client requests and needs.
Build sustainable relationships of trust through open and interactive communication.
Excellent communication (verbal/written) skills.
Pro-active and problem solving.
Innovative mindset with the ability to contribute to our industry disruptor culture.
Knowledge of commercial insurance and coverages, with desire to develop further knowledge.
Background or familiarity with Restaurant business or ability to learn quickly.
Planning & organizing: ability to organize, multi-task, prioritize and manage time effectively.
Additional Company Details: We do not accept unsolicited resumes from third party recruiting agencies or firms.
The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.