Rhodes Risk Advisors · 4 months ago
Client Advisor- Real Estate
Atlanta, GA
Full-time
Onsite
New Grad, Entry LevelRhodes Risk Advisors is a property and casualty brokerage based in Atlanta, Georgia. They are seeking a Client Advisor to manage all aspects of new and existing accounts for their Real Estate Practice, providing advisory services and ensuring efficient processing of client accounts.
Financial ServicesInsuranceProperty InsuranceRisk Management
Responsibilities
Day-to-day servicing of clients including routine coverage questions, endorsement processing, certificate issuance, policy checking and invoicing, as well as marketing renewals and rounding out accounts
Assists clients on routine, sensitive, and urgent topics to provide advisory services in an efficient time framework
Maintains client and policy information in the agency management system including policies and endorsements. Organizes workflow to ensure quick, efficient processing of correspondence, issuing certificates, and other activities related to a client’s account
Initiate renewal reviews and re-marketing as appropriate to provide the client with the optimal solution in the coverage of their assets and the retention of the client
Proposal of insurance solutions to clients at conclusion of marketing process
Acts as liaison between clients and insurance carriers to resolve service issues that require policy interpretation and experience-based judgment to resolve. May also negotiate with underwriters and carriers. Troubleshoots claims and billing issues
Qualification
Required
Commercial lines experience with a P&C license preferred
Must have excellent computer skills and the ability to learn agency automation system; AMS 360 knowledge preferred
Knowledge of Microsoft Office products including Word, Excel, and Outlook
Strong communication skills and the ability to communicate effectively with prospective and existing clients, as well as other team members
Ability to understand policy forms and coverage descriptions required
Organizational skills required
High attention to detail essential
A high school diploma required
Preferred
P&C license preferred
AMS 360 knowledge preferred
College degree preferred
Company
Rhodes Risk Advisors
Rhodes Risk Advisors is an Atlanta, GA-based insurance and risk management services firm.
Founded in 2013
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Hayward McEver
Partner
Kenny Goepp
Partner
Company data provided by crunchbase