Job Application - World Insurance Associates

Job Posting OPEN

Client Advisor - Crown Point, Indiana

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Position Summary

This position supports the Account Executive with responsibilities related to client management and retention.

Essential Duties and Responsibilities

  • Responsible for identifying, soliciting and closing new business for the company
  • Generate an ongoing list of prospects
  • Utilize cold calls, prospecting emails, mail, professional associations, and networking to contact prospective clients
  • Ability to identify opportunities for cross-sell of other lines of insurance
  • Identify exposures, make recommendations, and create custom programs to eliminate gaps in coverage
  • Identify opportunities to round out accounts for existing clients
  • Maintain client relationships and retention of accounts through agency’s renewal workflows.


  • 3-5 years of experience working in an insurance brokerage or carrier
  • Personable and highly motivated to grow personal success
  • Good written and verbal communication and presentation skills
  • Excellent organization and follow-up skills
  • Consultative, positive and resourceful approach to dealing with prospect, clients and associates
  • Excellent listening skills with strong customer focus
  • Applied Epic or similar agency management software experience, preferred
  • Able to work independently and enjoy a high degree of interaction with team members
  • Ability to contribute to a collaborative environment by consistently demonstrating teamwork, high motivation, positive behavior and effort to achieve goals and objectives
  • Self-motivated and driven
  • Maintain a sense of urgency and ability to work with and meet deadlines
  • Demonstrate effective written and verbal communication, including the ability actively listen, and problem solve with minimal assistance
  • Demonstrates excellent time management and prioritization skills
  • Attention to detail and commitment to a high level of accuracy
  • The ability to multitask, prioritize, work independently, and use discretion surrounding sensitive information
  • Ability to maintain a professional demeanor and positive attitude