Client Success Advisor - Insurance Agency

Client Success Advisor - Insurance Agency

Pledge Insurance Advisors (PIA), a Farmers Mutual Hail (FMH) company, is looking for a licensed or license-track insurance professional responsible, supports an assigned book of business and delivering timely, accurate, and consultative service to clients. Evaluates client requests, gathers underwriting information, prepares quotes and proposals, recommends appropriate coverage solutions under guidance, and works with carriers, underwriters, producers, and internal team members to support new business, renewals, endorsements, certificates, claims coordination, and account retention

REQUIREMENTS:

Experience: Three or more years of insurance agency, carrier, customer success, account management or related client service experience.

Education: Associates or Bachelor’s degree in Risk Management, Business, Agriculture, or related field is preferred (high school diploma required).

Skills: Proficient with Microsoft Office programs especially Outlook, Excel, and Word. Experience with agency management systems, specifically Applied Epic, is highly desired. Requires sound judgment, urgency, attention to detail, and the ability to apply insurance knowledge to client-specific situations

Licenses or Certifications: Must obtain Property and Casualty and Crop Insurance License during first year in position; active license preferred at hire. Must obtain Crop insurance license within the first year in the position when required by assigned book of business. Life and Health and/or Excess and Surplus licenses are a plus.

RESPONSIBILITIES: 

• Manages day-to-day service activity for assigned accounts, including client inquiries, policy changes, certificates, billing matters, claims coordination, audits, inspections, cancellations, reinstatements, and related service needs.
• Serves as a licensed client contact by listening to client needs, gathering exposure information, identifying service issues, and recommending appropriate next steps within established agency standards.
• Prepares new business, renewal, endorsement, and account-rounding quotes using carrier portals, broker partners, and agency systems.
• Assists in preparing proposals, coverage summaries, premium comparisons, applications, binders, and other client-facing materials.
• Reviews policies, endorsements, binders, invoices, certificates, applications, and related documents for accuracy and consistency with client instructions.
• Communicates with underwriters and carrier partners to obtain quotes, clarify underwriting requirements, resolve eligibility questions, and secure approvals when needed.
• Supports producers and senior advisors in the new business and renewal process, including submission preparation, remarketing support, proposal development, and follow-up.
• Identifies potential coverage gaps, cross-sell opportunities, and account-rounding opportunities and elevate recommendations to the appropriate producer or senior advisor.

Does this sound like a good fit for you? Apply today through our website!

This position is not eligible for sponsorship for work authorization by Farmers Mutual Hail Insurance Company of Iowa. Therefore, if you will require sponsorship for work authorization now or in the future, we cannot consider your application at this time.

Pledge Insurance Advisors (a subsidiary of Farmers Mutual Hail Insurance Company) does not discriminate in employment (EOE).  All qualified applicants are encouraged to apply. #LI-DNI