Level #2 Licensed Insurance Advisor

Kevin J Carruthers Insurance Agency

Insurance Licensed Client Care Advisor

Reports To: The Job will report to the Agent and/or Office Manager

Job Overview

This role is one of a Level 2 Client Care Specialist that will focus their position toward handling all aspects of their designated clientele and evolving this relationship with each of them. It is crucial that our clients receive exceptional Client Experience during each interaction to help solidify and retain our book of business as well as proactively looking for opportunities to Multi‑Line and Grow our book of business through pivoting to new opportunities and acquiring referrals.

Responsibilities and Duties

• Ability to manage your own ‘Book of Business’ with a list of assigned clients (between 1000 and 1500) that will be your responsibility. Managing, Growing and Retaining this relationship
• Deliver Second to None Client Experience while following and ad...