Personal Risk Advisor - Insurance

Tampa, FL
Full Time
PCS
Mid Level

The Plexus Groupe is looking for candidates who dream big.  Do you enjoy working with best-in-class solutions? Do you want to be part of a company growing faster than ever?  If so, then you will want to read on!

We currently have an opening for a Personal Risk Advisor at our Tampa, FL office. 

Summary:

The role of Personal Risk Advisor (PRA) serves as the primary business contact for the client and is responsible for client satisfaction. The PRA is expected to consistently provide excellent customer service to accounts, as well as represent client needs and goals within the organization to ensure quality. This involves interaction with clients as well as carriers to provide day-to-day service needs to insureds and prospects. In addition, the PRA is expected to build relationships with clients to encourage new and repeat business opportunities. 

Job Responsibilities:

• Provides technical support such as analyzing quotes and coverage forms.
• Responsible for client communications, conflict resolution, and compliance on client deliverables.

• Ensure that client issues are efficiently handled, while updating appropriate team members.
• Provide regular two-way communication between the client and the Client Service Team to exhibit strong team representation and manage client expectations appropriately.
• Ensure that all processes and procedures are completed within the structure of Plexus’ operating model and meet all expected compliance and professional standards.
• Collaborate on submissions and proposals. Provide recommendations for standardizing the submission and proposal formats.
• Assist clients with claims reporting instructions and undertake initial efforts to involve other available resources (i.e. Claims and Legal Team) to resolve outstanding claim situations.
• Ensure that the Plexus service platform is delivered within the committed timelines. This includes quotations, proposals, endorsements, stewardship reports (where applicable), audit processing and any other service items that are time and date sensitive.
• Assist with establishing a strategy to expand the relationship by offering new products and programs to clients which are a fit with their business operations.
• Perform regular tasks including gathering underwriting and exposure information, complete loss summaries and analyze loss runs, perform policy reviews as necessary, market risks to underwriters and negotiate terms, collaborate on reviewing quotations of insurance for accuracy, and prepare invoices and follow-up for collections of premiums.

• Be able to undertake a certain amount of client-related travel with the manager, Practice Leader and/or Producer to secure and enhance relationships with prospects and clients.
• Carry a sense of urgency in supporting the team during the pursuit of expanding an existing relationship and new business opportunities.

• Enthusiastically engaged in furthering insurance knowledge through insurance related coursework, classes, seminars and conferences.

Requirements:

• BA/BS degree or equivalent experience.
• 5+ years personal lines insurance experience 
• Ability to communicate to explain complex issues, receive and interpret complex information, and respond appropriately.
• Working knowledge of personal lines insurance products and usage, insurance markets, reference to changes in personnel at markets, and alterations to policy forms/coverages.
• Ability to travel to client, prospect and carrier meetings when needed.
• Ability to work independently as well as collaboratively with a team.
• Proficient in Microsoft Office Programs, loss forecasting software, agency management systems.
• Must possess a current and valid Property & Casualty license.

Physical Demands:
• Ability to perform primarily sedentary work, frequently using a computer (visual acuity, fine motor skills) and telephone (talking and hearing)
• Ability to read, write and communicate effectively
•Lift and carry up to 15 pounds
• Able to handle the physical demands of travel

Position Type and Expected Work Hours:
This is a full-time position, scheduled for 40 hours each week. Days and hours of work are Monday through Friday, 8:00am through 5:00pm, with some flexibility in hours. 

Compensation and Benefits:
The approximate annual salary range for this position is $50,000 - $65,000. Please note the range provided is a good faith estimate at the time of the posting. Actual compensation within that range is based on a wide variety of factors unique to each candidate, including but not limited to, individual qualifications, depth of experience, knowledge, skills, applicable certifications, and physical work location(s).

The Plexus Groupe offers a comprehensive benefits package and perks for regular, full-time positions. Please access the following link for additional details: https://www.plexusgroupe.com/why/careers/

At The Plexus Groupe, we believe in putting people first, focusing on value, service and lasting partnerships, providing authentic leadership, embracing a team approach to drive accountability and innovation, and delivering straight talk to our clients and employees. Learn more about why we are #ProudlyPlexus

The Plexus Groupe is a Top 100 independent insurance advisory firm, backed by our knowledgeable team, cutting-edge resources, and a global network of partnerships. We specialize in comprehensive services across Benefit Administration Technology, Business Insurance, Employee Benefits, Private Client, and Retirement Services.

As a proud partner of Assurex Global—the world’s largest association of privately held insurance brokers—our risk management professionals provide tailored solutions to meet the diverse needs of our clients worldwide.

Headquartered in Deer Park, IL, with additional offices across the U.S. The Plexus Groupe is an equal opportunity employer. Visit www.plexusgroupe.com to learn more.

 

Share

Apply for this position

Required*
Apply with
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Voluntary Self-Identification of Disability
Voluntary Self-Identification of Disability Form CC-305
OMB Control Number 1250-0005
Expires 04/30/2026
Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Please check one of the boxes below:

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.

You must enter your name and date
Human Check*