Oregon Licensed Client Advisor

Job Summary

To support the retention and servicing of Tier 1 Premier clients, the full-time Oregon Licensed Client Advisor will manage client accounts, handle renewal marketing, and address client inquiries while working remotely within the Pacific Time Zone.

Key responsibilities:

• Maintain a minimum of 95% retention of client accounts through proactive engagement and addressing client concerns
• Provide technical expertise in insurance coverage and manage pre-renewal activities, including annual risk assessments and renewal proposals
• Complete the USI New Business Process for new clients, ensuring accurate policy reviews and effective communication plans

Required qualifications:

• Up to 5 years of experience in Personal Lines Property & Casualty Insurance
• Must hold a state Property & Casualty insurance license
• High School Graduate; college degree preferred
• Industry designation such as ARM, CIC, CPRIA, or CPCU, or intent to pursue further industry education
• Knowledge of Sagitta/WorkSmart preferred, but not required