Insurance advisor

At Pinnacle, our goal is to create an atmosphere where people become fully engaged, enjoy what they're doing and be successful. We work to ensure that every associate embraces what makes Pinnacle different and unique. For us, it starts with hiring the right people. We hire like-minded individuals who share our values of Integrity, Fairness, Learning, Results, Partnership, Balance, and Discipline. We hire experienced professionals who understand the industry and provide effective advice. We hire candidates who demonstrate a passion for client service. People who understand that distinctive service is more than smiling and being friendly – it’s about creating a client experience that is unmatched. But attracting the right people is only half the battle. We have to ensure that every associate understands their actions affects the outcomes of the firm.

SUMMARY OF POSITION: An Insurance Advisor should demonstrate commitment to delivering distinctive service. This position will be responsible for representing the agency in sales and servicing of property and casualty risk management products to various commercial and individual, as well as attain sufficient sales performance to meet or exceed production goals as set by management.

PRIMARY RESPONSIBILITIES:

• Provide distinctive service to clients and prospects, in person and over the telephone.
• Respond to client inquiries and satisfactorily resolve client issues.
• Support firm‐wide achievement of the three‐ring standard (all phones answered by a live person within three rings).
• Prospect, sell, and service property & casualty accounts.
• Continually seek new opportunities for future sales growth.
• Retain clients through successive renewals.
• Meet or exceed annual new business and renewal production goals.
• Document all material conversations with clients and carriers regarding exposures and coverages.
• Maintain client information portal.
• Responsible for the data integrity of Vertafore AMS360.
• Maintain confidentiality of all information related to clients, associates, and carriers.
• Assist with special projects as assigned by management team.
• Promote industry knowledge by attending industry events and participating in continuing education and other learning opportunities.
• Present a professional image and representation of Pinnacle/MLB/HPB with accurate, credible, and professionally presented information.
• Meet all the client’s financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Banking, Treasury Management, etc. as appropriate.
• Assist other team members as needed to ensure delivery of distinctive service.
• Perform other related duties as assigned.

DESCRIPTION OF EXPERIENCE, EDUCATION, AND TRAINING: Certificate Program or Associate’s is required – Bachelor’s is preferred. 10 years’ experience in the insurance industry. Proficient in Microsoft Office (Word, Excel, and PowerPoint) or related software. Property & Casualty and/or Life & Health Insurance License. Knowledge of the Vertafore AMS360 Insurance software. CIC, CPCU, ARM, AU, CISR or other relevant professional certification, or progress toward certification – preferred. Exceptional technical skills – three to four years related work experience in the area of data management.

DESCRIPTION OF CAPABILITES, PHYSICAL REQUIREMENTS, AND ABILITIES: Excellent interpersonal skills, including verbal and written communication skills. Effective analytical skills with a strong attention to detail. Ability to anticipate data needs and summarize and communicate complex data is essential. Discipline with regards to following procedures and maintaining confidentiality. Possess a supportive and responsive manner with associates and clients. Client‐centric, professional approach in working with a variety of people. Aptitude for learning concepts and transferring that knowledge through the education of peers. Ability to work independently and prioritize daily tasks. Excellent client service skills. Tact and diplomacy in dealing with both clients and associates. The physical activities of this job include but are not limited to the ability to stand and sit for prolonged periods of time, use of manual dexterity, verbal communication, visual acuity, repetitive motion, and the ability to hear. Often long periods of mental concentration are required. Other activities are the ability to bend, climb, balance, stoop, kneel, crouch, reach, walk, push, pull, lift, and grasp.

POSITION STATUS: EXEMPT

DATE: 01.20.2021

Pinnacle is an Equal Opportunity and Affirmative Action Employer committed to supporting a culture of inclusivity that builds a diverse workforce so we can support the many different communities we serve. All otherwise qualified associates and applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender expression and/or identity, national origin, age (40 and over), genetic information, disability, protected military or veteran status, pregnancy or pregnancy-related conditions, or other status protected by law.