If you are an individual that thrives in a team environment dedicated to creating exceptional client experiences and building meaningful relationships, Cox Insurance is a great fit for you!
Company Overview
We are a third-generation, family-owned company, passionate about helping families and businesses reach their goals and feel confident they are protected. We have an exceptional team that works collaboratively to provide the best guidance and ongoing support in the industry. We handle insurance-related matters by developing a comprehensive plan to assist with lifestyle changes, claims, and everything in between.
We believe in going the extra mile for our clients and treating them as if they were our own family. We are looking for someone with a customer-centric mindset to join our team.
Role Overview
The Client Advisor is an integral part of our personal insurance team, whose primary focus is to create exceptional client experiences through collaboration with Advisors and other team members. You will build lasting relationships with internal and external clients and serve as the first point of contact once a policy has been sold. You’re responsible for ensuring all account activities are completed by responding swiftly to queries and concerns and utilizing the agency client data management system to maintain accurate and up to date account documentation. You will also support agency renewal initiatives and remarket accounts as needed, process changes on existing accounts, address client billing concerns and take incoming claims calls, report losses, and provide claim follow-up.
What YOU are good at:
- Communicating effectively both on the phone and through e-mail interactions
- Having a genuine interest and desire to serve others
- Bringing a positive mindset and attitude to sometimes complex situations
- Responsiveness and strong accountability
- Managing your time effectively, with the ability to multi-task and be independent in problem solving
- Strong attention to the details, organization and follow up
- Open to accepting mentoring, direction and instruction within the organization
- Proficiency in working with Microsoft 365 Suite (Outlook, Word, Excel, Teams, etc.)
What WE are good at:
- We protect lifestyles
- We are guides
- We give a damn
The extras we offer (besides pay!):
- 401K matching
- Health insurance coverage
- Paid Sabbatical based on tenure
- Equity/partnership opportunities
- Paid commission on your own policies
- Associate of the Year awards
- Professional appearance allowance when you are hired
- Dry cleaning service
- Wellness Amenities
- Team meals and events
Equal Opportunity Employer: Cox Insurance provides employment opportunities to all employees and applicants without regard to race, color, national origin, religion, sexual orientation, gender identity or expression, age, disability, sex (including pregnancy), personal appearance, genetic information, economic background, political affiliation, marital status, familial status, family responsibilities, matriculation, place of residence or business, amnesty, or status as a covered veteran in accordance with applicable federal, state, and local laws.
To Apply
Send a resume and cover letter to Susan Cox, Talent Director at susan@coxins.net.
