Client Advocate en Jewelers Mutual

Summary

Let's take your insurance career to the next level! As a Client Advocate, you’ll be the trusted advisor and primary point of contact for a portfolio of small-to-mid revenue clients. You’ll build lasting relationships, deliver personalized risk management solutions, and negotiate with carriers to secure the best coverage and pricing. Beyond renewals, you’ll guide clients through evolving insurance needs, educate them on prevention strategies, and ensure compliance with industry standards. This role combines client advocacy, program design, and process improvement—making you a key partner in protecting what matters most to clients. With your expertise, you’ll elevate client experiences while shaping stronger insurance outcomes.

Why Jewelers Mutual

Since 1913 we’ve been committed to supporting the Jewelry industry and putting customers at the center of everything we do. With over a century of trusted expertise, we’re financially strong, forward-thinking, and driven by curiosity. Guided by our core values of Agility, Accountability, and Relevancy, we lead through innovation.

As a technology focused organization, we embrace cutting-edge tools and data-driven insights to continuously improve our products, services, and customer experience. Our mission is to be the industry’s most trusted advisor by investing in our people, adopting new technologies, and striving for excellence.

We’re dedicated to fostering growth through collaboration, powered by bold thinking, teamwork, and the passion of our people.

Here, you’ll:

• Move fast and embrace change
• Always look for better ways
• Grow, thrive, and help shape what’s next

Join us and be part of a culture where you can make an impact while building your future.

What You'll Do:

• Portfolio Management: Own client relationships within small-to-mid revenue tiers, serving as the primary point of contact for clients, delivering exceptional service and support throughout the renewal process and beyond.  Explore clients’ other business operations to become their holistic insurance agent of choice.
• Client Relationship Management: Provide excellent service to policyholders, solving problems promptly and becoming a resource for policy questions and requests.  Develop and maintain long-term relationships with clients, serving as a trusted advisor.  Understand their evolving needs and provide personalized solutions to meet their insurance objectives.  Negotiate with carriers to secure the best possible coverage and pricing for clients, considering their specific requirements and risk profiles.  Maximize opportunities to educate clients about loss prevention and security strategies, product features, and carrier underwriting recommendations.
• Risk Analysis and Program Design: Analyze client exposures and design comprehensive insurance programs that effectively mitigate risks while aligning with their budget and goals.  Conduct coverage gap analyses to advise clients of potential exposures and solutions, resulting in the addition of necessary lines of business.
• Carrier and Underwriter Relationship Building: Build strong relationships with underwriters to leverage their expertise and secure customized solutions for clients. Maintain open communication channels to facilitate smooth transactions and address any issues promptly.
• System and Policy Compliance: Maintain accurate client records, policy documentation, and renewal schedules.  Process policy endorsements, amendments, and other administrative tasks accurately and efficiently.  Assist with maintaining compliance with industry regulations and agency standards.
• Process Improvement: Identify opportunities for process improvement and contribute ideas to enhance operational efficiency and client service delivery.
• Confidentiality: Maintain strict confidentiality in handling client information and adhere to all privacy regulations and protocols.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

What You'll Bring:

• High school diploma required; Bachelor’s degree preferred
• 2-4 years customer service experience required
• 5+ years of insurance industry experience preferred
• Property/Casualty Insurance Agent License required
• Advanced industry designations preferred (CIC, CPCU, CRM, etc.)
• Strong communication and problem-solving skills
• Proficiency in MS Word, Excel, and Outlook

What We Offer You:

• Competitive Compensation & Benefits: Includes performance bonuses, generous paid time off, and a top-tier retirement program with 401(k) matching and additional company contributions.
• Collaborative Culture: Work alongside talented, passionate peers who value ownership and continuous learning.
• Community & Giving: Benefit from 50% charitable gift matching and paid volunteer time to support nonprofit causes
• Great Place to Work® Certified: Join a team recognized for an environment of innovation and growth.

Accessibility and Accommodations
We are committed to providing an inclusive and accessible recruitment process. If you require accommodation at any stage of the application or interview process, please let us know by contacting [email protected].