Client Advisor

Description

Adion Financial Group is an independently owned innovative insurance firm that partners with consumers and business owners to provide them with viable options for Auto, Home, Life, and Business insurance. We take great pride in guiding our clients through the insurance purchasing process, while both educating them and providing them with security of some of their most important assets. A 10-year-old company that was born out of a passion for helping people by its founder. As we grow and scale, our goal is to continue to add team members who maintain the same passion for people and winning as our founder. Happy employees lead to happy customers. That's why we put our employee's well-being above everything, and we make sure everyone has the tools and support they need to succeed. We think every employee has the ability to improve our business, so we want everyone to speak up and enjoy their time in the spotlight. Our culture reflects our values of excellence, respect, innovation, and open communication.

Job Duties

• Correspond with clients and carriers in a timely fashion
• Process and track claims
• Assist Client Account Managers in maintaining customer files via CRM and cloud storage systems
• Issue certificates, process endorsements, and handle client billing needs
• Participate in agency training programs
• Develop and maintain client relationships
• Generate referrals and 5-star reviews from new and current books of business
• Manage mail, phones, and projects assigned
• Cross-selling agency accounts
• Handle client issues in a patient and helpful manner
• Take and record orders through a computer system in person or over the phone/e-mail
• Update customer information in databases
• Consistently provide a unique customer experience

Requirements

• Strong customer service experience of 2 years or more
• USA Insurance Quoting/servicing experience is highly preferred
• C1 English Communication Skills
• Strong commitment to customers, with the desire to provide exceptional service
• Great communication and reasoning skills, written and verbal
• Present themselves at all times in a professional and dignified manner
• Bachelor's degree
• Able to balance a customer-oriented and a results-driven approach
• Professionalism and outgoing personality
• Outstanding organizational and multitasking abilities
• Internet connection: Fiber Optics 50mbps.

Benefits

• Comprehensive Medical Insurance Package
• Market-Competitive Salary
• Performance-based annual bonuses
• PTO’s
• Completely remote!
• Equipment provided by the company
• Amazing work culture.