Client Success Advisor

Location Name KS, Overland Park
Date Posted
1 month ago(5/4/2023 12:55 PM)
Intrepid Direct Insurance
Primary Location
US-KS-Overland Park

Company Details


Intrepid Direct Insurance (IDI) is a rapidly growing innovative property and casualty company and a member of the W. R. Berkley Corporation, a fortune 500 company, rated A+ (Superior) by A.M. Best. Our vision is to create the most efficient insurance experience for our customers leveraging technology and our deep knowledge of our customer’s needs. Our team is comprised of “A” level talent and innovative thinkers. You will be part of a highly collaborative team of talented and focused professionals. Join a group that enjoys working together, trusts each other, and takes pride in our hard-earned success.


The Client Success Advisor will provide superior customer service to our clients for their Property and Casualty insurance needs.  The Client Success team is a cornerstone of how we will grow and service our clients in the future.  This position requires a broad skill set and a curious mindset with a desire to learn about our franchise customers, as well as the courage to challenge the old industry standard ways of working.


  • Become an insurance expert in Intrepid Direct’s customer risk types
  • Work directly with prospects to provide initial quotes, renewal quotes, and ongoing daily service
  • Assist in marketing and prospecting
  • Work with urgency to complete customer requests
  • Partner with Underwriting department to assist in risk selection
  • Provide outstanding customer service with each customer contact point
  • Answer incoming customers calls, request for certificates, endorsements, and any other service needs
  • Manage account specific projects including but not limited to telematics implementation & monitoring
  • Visit accounts and attend conventions on an as-needed basis
  • Commitment to sustaining our high renewal retention rate
  • Document all interaction with customers and prospects in our management system for record keeping
  • Assist underwriting, sales, and IT to improve the customer experience
  • Assume other tasks and duties as assigned by management
  • Participate in organizational meetings on a regular basis
  • Attend professional and/or continuing educational seminars and classes


  • 3+ years of insurance experience preferred
  • Customer service orientation: Takes responsibility for handling client requests and needs
  • Build sustainable relationships of trust through open and interactive communication
  • Excellent communication (verbal/written) skills
  • Pro-active and problem solving
  • Innovative mindset with the ability to contribution 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
  • Planning & organizing: ability to organize, multi-task, prioritize and mange time effectively


  • Property and Casualty Insurance license required
  • Bachelor’s degree or equivalent industry work experience required
  • Insurance designations preferred, but not required

Additional Company Details

The Company is an equal employment opportunity employer.

We do not accept any unsolicited resumes from external recruiting agencies or firms.

The company offers a competitive compensation plan and robust benefits package for full time regular employees.

The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment.

Additional Requirements

While performing the duties of this job, the employee is regularly required to be seated for sustained periods of time; be able to pick up, pinch, twist, or keyboard; must be able to communicate detailed or important information accurately; distinguish sounds at normal levels (with or without correction) and be able to receive detailed information orally. The employee is occasionally required to move about the office to accomplish tasks; ability to reach in any direction; raise or lower objects or move objects from place to place; and hold onto objects. Occasionally, the employee may need to move or exert force up to 10 pounds. The employee is regularly required to operate a computer and other office equipment (phone, copier and printer).


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