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Berkley Client Success Advisor - Key Accounts in Overland Park, Kansas

Our team needs a Client Success Advisor with a broad skill set who can help build on our success to date and propel us to the next level in the future. As a member of a rapidly growing company you’ll have a wide range of responsibilities -everything from working closely with new franchisee prospects to helping current clients with their renewals, as well as daily service needs. 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.

You’ll like this job if…

•You’ve ever been told you’re a “people-person”

•Finding solutions is your version of a treasure hunt

•You’re always looking for ways to work smarter and more efficiently

•You’re a fellow insurance nerd, who enjoys learning new coverages and industries

•You love building long lasting relationships with clients

•"Service" is your middle name

•You're looking for a company who recognizes and rewards positive contributions byway of financial growth and career advancement


•Become an insurance expert in Intrepid Direct’s customer risk types

•Work directly with large insureds and prospects to provide initial quotes, renewalquotes, and ongoing daily service

•Assist in marketing and prospecting

•Work with urgency to complete customer requests

•Assist in training Client Success Advisors

•Lead strategy implementation for large accounts for both servicing and loss control

•Manage large-account specific projects including but not limited to telematicsimplementation & monitoring

•Visit large accounts and attend conventions on an as-needed basis

•Partner with Underwriting department to assist in risk selection

•Provide outstanding customer service with each customer contact point



•Property and Casualty Insurance license required

•Bachelor’s degree or equivalent industry work experience required

•Insurance designations preferred, but not required

•5+ years of insurance experience preferred

Desired Skills & Abilities

•Experience in leading teams and projects

•Large account experience - both new and renewal business

•Track record of success with process implementation

•Build sustainable relationships of trust through open and interactive communication

•Excellent 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

•Customer Service Orientation: Takes responsibility for handling client requests and needs

•Planning & Organizing: Ability to organize, multi-task, prioritize and manage time effectively

About Intrepid Direct Insurance Intrepid Direct Insurance is a direct-to-consumer commercial insurance provider for auto aftermarket, fitness, and restaurant franchise concepts. Located in Overland Park, KS, our 50+ team of insurance professionals, developers, and marketers are on a quest to redefine everything franchisees know about insurance. Sure, you’ll play ping-pong, get free snacks, and get to grab a beer at work – but you’ll also get to work with a diverse and talented group people who are re-imagining what a 200-year old industry could look like. If you like challenging the status quo, making a consumer’s life a little easier, or think maybe someday you’ll solve one of the world’s greatest challenges – you’ve found the right place. Ready to experience what it means to be intrepidacious? Interested in learning more about us? Check out our website at www.intrepiddirect.com.

Job ID: 2021-4813

External Company Name: Berkley

Street: 7400 College Boulevard


Financial ServicesInsurance

Seniority Level:

Mid-Senior Level

Job Functions:


Employment Type: