Job Description

The Plexus Groupe is looking for candidates who dream big.  Do you enjoy working with best-in-class solutions? Do you want to be part of a company growing faster than ever?   If so, then you will want to read on!

We currently have an opening for a Personal Risk Advisor at our Tampa, FL office. 

Summary :

The role of Personal Risk Advisor (PRA) serves as the primary business contact for the client and is responsible for client satisfaction. The PRA is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. This involves interaction with clients as well as carriers to provide day-to-day service needs to insureds and prospects. In addition, the PRA is expected to build relationships with clients to encourage new and repeat business opportunities. 

Job Responsibilities :

• Provides technical support such as analyzing quotes and coverage forms.
• Responsible for client communications, conflict resolution, and compliance on client deliverables.

• Ensure that client issues are efficiently handled, while updating appropriate team members.
• Provide regular two-way communication between the client and the Client Service Team to exhibit strong team representation and manage client expectations appropriately.
• Ensure that all processes and procedures are completed within the structure of Plexus’ operating model and meet all expected compliance and professional standards.
• Collaborate on submissions and proposals. Provide recommendations for standardizing the submission and proposal formats.
• Assist clients with claims reporting instructions and undertake initial efforts to involve other available resources (i.e. Claims and Legal Team) to resolve outstanding claim situations.
• Ensure that the Plexus service platform is delivered within the committed timelines. This includes quotations, proposals, endorsements, stewardship reports (where applicable), audit processing and any other service items that are time and date sensitive.
• Assist with establishing a strategy to expand the relationship by offering new products and programs to clients which are a fit with their business operations.
• Perform regular tasks including gathering underwriting and exposure information, complete loss summaries and analyze loss runs, perform policy reviews as necessary, market risks to underwriters and negotiate terms, collaborate on reviewing quotations of insurance for accuracy, and prepare invoices and follow-up for collections of premiums.

• Be able to undertake a certain amount of client-related travel with the manager, Practice Leader and/or Producer to secure and enhance relationships with prospects and clients.
• Carry a sense of urgency in supporting the team during the pursuit of expanding an existing relationship and new business opportunities.

• Enthusiastically engaged in furthering insurance knowledge through insurance related coursework, classes, seminars and conferences.

Requirements:

• BA/BS degree or equivalent experience.
• 5+ years personal lines insurance experience 
• Ability to communicate to explain complex issues, receive and interpret complex information, and respond appropriately.
• Working knowledge of personal lines insurance products and usage, insurance markets, reference to changes in personnel at markets, and alterations to policy forms/coverages.
• Ability to travel to client, prospect and carrier meetings when needed.
• Ability to work independently as well as collaboratively with a team.
• Proficient in Microsoft Office Programs, loss forecasting software, agency management systems.
• Must possess a current and valid Property & Casualty license.

Physical Demands:
• Ability to perform primarily sedentary work, frequently using a computer (visual acuity, fine motor skills) and telephone (talking and hearing)
• Ability to read, write and communicate effectively
•Lift and carry up to 15 pounds
• Able to handle the physical demands of travel

Position Type and Expected Work Hours:
This is a full-time position, scheduled for 40 hours each week. Days and hours of work are Monday through Friday, 8:00am through 5:00pm, with some flexibility in hours. 

Compensation and Benefits:
The approximate annual salary range for this position is $50,000 - $65,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details:

At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services.

As a proud partner of Assurex Global —the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide.

Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit to learn more.

 

Job Tags

Full time, Work at office, Worldwide, Monday to Friday,

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