Insurance

• Assessing the client’s individual insurance needs (exposure identification) and obtaining quotes from insurers
• Using professional knowledge and expertise to assist clients in obtaining personal quotes from insurers
• Using professional knowledge and expertise to assist clients in obtaining personal and/or commercial insurance based on assessed needs
• Treating all clients in a fair, professional, and friendly manner
• Provide professional insurance advice and guidance, including, but not limited to, advising on coverage options available in the marketplace
• Ensuring that available discounts the client qualifies for are applied
• Responding to client inquiries promptly via telephone and/or email (whichever the client prefers)
• Completing any client requests such as, but not limited to, policy changes, contacting 3rd parties to confirm coverage (i.e., lawyers, financial institutions, dealerships, etc.), and handling payment requests
• Gather any information requested by insurers, and correspond with insurers in a friendly and professional manner
• Act on clients’ behalf to ensure claims are handled quickly and fairly (acting as the client’s claims advocate) when it becomes necessary
• Ensuring all applicable insurance company portals, as well as the broker management system, are fully documented after every client interaction
• Adhere to, without exception, and at all times, the RIBO Code of Conduct.

Insurance Broker

Insurance Wholesaler

Advanced Case Manager – Insurance Sales

Director, Reinsurance Oversight Reporting – Controls

Associate Claims Specialist