• Client Success Advisor

    Location Name KS, Overland Park
    Date Posted
    3 weeks ago(11/15/2018 10:16 AM)
    Intrepid Direct Insurance Agency
    Primary Location
    US-KS-Overland Park
  • Company Details

    W. R. Berkley’s newest Property and Casualty Company, Intrepid Direct Insurance, is an innovative company. Our vision is to create the most efficient insurance experience for our customers through the use of technology and our team’s deep knowledge of the insured’s industry. Our start-up team will be “A” level insurance industry talent and long-term thinkers. Our team will be ready to assist our customers to assure they are properly insured and have a great service experience.



    The Client Success Advisor will provide superior customer service to our clients for their Property and Casualty insurance needs. The Client Success Advisor will be a team player. As Intrepid Direct Insurance grows, it is important that all employees work together to achieve our goals.

    • Become an insurance expert in Intrepid Direct’s customer risk types
    • Work directly with insureds and prospects to provide quotes, and ongoing daily service
    • Partners with Underwriting department to assist in risk selection
    • Provide outstanding customer service with each customer contact point
    • Commitment to sustaining our high renewal retention rate
    • Work with urgency to complete customer requests
    • Document all interaction with customers and prospects in our management system for record keeping
    • Assist underwriting, sales and IT to improve the customer experience
    • Answer incoming customers calls, request for certificates, endorsements, and quotes
    • Follow up with prospects to convert them to customers  


    • Assumes other tasks and duties as assigned by management
    • Participates in organizational meetings on a regular basis
    • Attends professional and/or continuing educational seminars and classes 


    • Interacts continuously with all levels of employees of various departments
    • Must exhibit professional behavior at all times while representing the company






    • Experience in leading teams and projects
    • Build sustainable relationships of trust through open and interactive communication
    • Attend professional and/or continuing education seminars and classes
    • Candidate will possess good communication (verbal/written) skills
    • Innovative mindset with the ability to contribute to our industry disruptor culture
    • Knowledge of commercial insurance and coverages, with desire to develop further knowledge
    • Background or familiarity with Restaurant business or ability to learn quickly
    • Property and Casualty Insurance license required
    • Bachelor’s degree or equivalent industry work experience required
    • Insurance designations preferred, but not required



    • 2+ years of experience in the Commercial Property and Casualty Insurance


    • Minimal


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