Signature Account Advisor

HomeServices of America
Cherry Hill Township, NJ
Job Description
To provide day-to-day service and support to specifically assigned new and existing clients in the affluent segment of the Agencies business such that objectives for profitability and growth are met.

Requirements

  • Support sales programs and long-range objectives to enhance business strategy and achieve goals relative to profitability, cost control and organizational effectiveness.
  • Coach, educate and support Producers in structuring and submitting high-net worth business to our select group of carriers for underwriting and pricing.
  • Partner with Producers in presenting quotes to prospective customers and answering coverage and pricing questions.
  • Perform annual account reviews for each assigned client and present findings and options in-person, via Teams or over the phone depending on the clients' preference.
  • Work with existing clients to round accounts by identifying additional needs, providing quotes and selling needed coverages.
  • Report immediately any circumstances that may lead to potential or actual HomeServices errors and omissions claim and/or any DOI (Dept. of Ins.) or related complaints to VP insurance operations.
  • Perform any additional responsibilities as requested or assigned.

Benefits

  • Full suite of benefits
  • Medical
  • Health Savings Account
  • Dental
  • Vision
  • Life Insurance
  • Paid Vacation (PTO)
  • 401(k) with employer match
  • Flexible Spending Account
  • Employee Assistance Program (EAP)
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