Level #1

Kevin J Carruthers Insurance Agency

Level 1 Licensed Client Care Advisor

Reports To

The Job will report to the Agent and/or Level #2 Advisors

Job Overview

This role is one of a Level #1 Client Care Advisor and is geared towards a newly licensed individual (Under 2 Years Industry Experience) that will allow the candidate to gain experience and knowledge while being mentored by a more senior member of our team. You will be responsible to assist your mentoring advisor on completing and processing client changes to existing coverages and policies, as well as follow a pre-determined development plan while supporting the team, in order to eventually be promoted to a Level #2 Advisor after minimum of One Year.

Responsibilities and Duties

• Ability to Manage a small client base, with your own Book of Business with a list of assigned clients (approximately 250) that will be your responsibility. Managing, Growing and Retaining t...