INSocial Risk Advisors is a growth-oriented independent insurance agency that does insurance different! Representing different insurance companies, we help businesses and families buy the insurance they need. Our agency is focused on creating a smooth digital experience and provides value to our clients beyond the insurance policy. Our work environment at INSocial Risk Advisors is fun, flexible, challenging and rewarding. Job descriptions shed light on the expectations and responsibilities. Our goal: to put the right people in the right seats, helping each teammate succeed individually, while also helping the agency succeed as a team.
Our mission:
To help businesses and individuals
make more informed risk management decisions
and buy insurance if they need it.
Transparent
We will openly and honestly explain the WHY behind everything
Educational
We want to learn more about you, provide informational value and expand our collective knowledge
Authentic
We are passionate about insurance, professional and confident yet humble and approachable
Movers
We have hunger to move above and beyond insurance, provide value and an irreplaceable experience for our clients
See Our Open Roles
COMMERCIAL ACCOUNT MANAGER – Hiring ASAP
Description & Requirements:
The Commercial Account Manager will primarily be responsible for retaining, developing, and serving a book of commercial accounts by being a proactive, consultative advisor and focusing on the customer experience. In addition to being proactive, they’ll ensure the customers’ reactive needs are met quickly and accurately. Must be P&C Licensed with commercial experience or strong B2B experience. This position must be able to work independently and be technologically proficient. May include occasional travel. Hybrid potential depending on experience.
Compensation:
- Salary: $45,000 – $65,000 annually
- Retention Bonus
- Team/Individual bonus and profit-sharing potential
Key Result Areas:
- 0 – E&O Claims
- + Book Growth Based on Annual Goal Setting
- 92% Policy Retention and 94% Premium Retention
- Average 3 lines of coverage per customer
- Promote the agency’s T.E.A.M. values, vision, mission, culture, and goals
Duties:
- SALES
- Reactively add new lines of business as needed to current customers
- Recommend relevant new lines of coverage at renewal
- May occasionally Quote/Close new accounts
- Bonds as needed
- RETENTION
- Manage the client’s renewal, facilitate flow of information to ensure timely renewal proposal
- Deliver policies either in person or digitally – using agency branded presentation:
- Reviewing limits and customers’ information
- Highlighting a coverage and doing an education component
- Recommend a coverage enhancement or addition
- Re-market customer’s accounts if needed with other carriers
- Reactively trouble shoot larger issues
- Walk through large/unique claims with the customer and ensure company handles well
- Connect clients with carriers’ risk management tools and resources
- Follow policies/procedures/workflows to ensure proper documentation and client database management
- Assist partners with niche specific projects as needed
OFFICE MANAGER / AGENCY ADMIN – Hiring ASAP
Description & Requirements:
Frontline customer experience! The positive and upbeat personality that quarterbacks getting customers what/where they need quickly. Bachelor’s degree and insurance licensed is preferred. Must be comfortable on the phone while multitasking and maintaining a warm and friendly attitude. An attention to detail is important with the ability to learn/use technology efficiently.
Compensation:
- Salary: $32,000 – $48,000 annually (3/4 or part-time may be available)
- Team/Individual bonus and profit-sharing potential
- Flex PTO, Medical Insurance, 401(k)
Key Result Areas:
- Will have individual and team goals
- Contributes to growth by providing a smooth customer experience and supporting the TEAM
- Promote the agency’s T.E.A.M. values, vision, 3E Value Prop, culture, and goals
Duties:
- DIRECTOR of FIRST IMPRESSIONS
- Live answering phones – triage and quarterback where people need to get to while answering basic questions/troubleshooting issues
- Field initial claims calls, sympathizing, confirming everyone is ok and reassure we are on it, while setting up in system or referring to agent if needed
- Manage general agency “info” / “service” email inboxes and handle/distribute accordingly
- Welcoming clients and guests in office
- Responsible for keeping office appearance presentable/professional
- Keep coffee, drinks, snacks stocked
- Assist with client gifts, thank you cards, etc.
- Assist with onboarding and directing clients to appropriate agency/carrier portals
- OPERATIONS
- Client database maintenance/clean-up projects
- Pay vendors / invoices and perform basic bookkeeping tasks, deposit checks
- Office admin: mail, supplies, etc.
- Follow up on billing / payments / cancellations
- ASSIST PARTNERS
- Calendar maintenance and management
- Booking travel/meetings/reservations
- Help set up/facilitate team meetings, lunches, outings and events
- Take meeting notes and summarize/follow up for action items
- PROJECTS
- Administrative, data entry, and operations projects as needed