Client Advisor  
Adion Financial Group   More jobs from this company

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Job Title:   Client Advisor
Category:   Client Services
Total Positions:   3
Job Location:   Rawalpindi, ICT
Gender:   No Preference
Minimum Education:   Bachelors
Career Level:   Entry Level
Minimum Experience:   Fresh2 Years
Salary Range:   PKR 80,000 to 125,000 per Month
Apply By:   Nov 11, 2021
Job Description:
  • Adion Financial Group is an independently owned innovative insurance firm that partners with consumers and business owners to provide them with viable options for Auto, Home, Life, and Business insurance.
  • We take great pride in guiding our clients through the insurance purchasing process , while both educating them and providing them with security of some of their most important assets.
  • A 10 year old company that was born out of a passion for helping people by its founder.
  • As we grow and scale our goal is to continue to add team members that maintain the same passion for people and winning as our founder.
  • Happy employees lead to happy customers.
  • That's why we put our employee's well being above everything, and we make sure everyone has the tools and support they need to succeed.
  • We think every employee has the ability to improve our business, so we want everyone to speak up and enjoy their time in the spotlight.
  • culture reflects our values of excellence, respect, innovation and open communication.

Job Duties

  • Correspond with clients and carriers in a timely fashion
  • Process and track claims
  • Assist Client Account Managers in maintaining customer files via CRM and cloud storage systems
  • Issue certificates, process endorsements, and handle client billing needs
  • Participate in agency training programs
  • Develop and maintain client relationships
  • Generate referrals and 5 star reviews from new and current book of business
  • Manage mail, phones and projects assigned
  • Cross selling agency accounts
  • Handle client issues in a patient and helpful manner
  • Take and record orders through a computer system in person or over the phone/e-mail
  • Update customer information in databases
  • Consistently provide a unique customer experience


  • Strong customer service experience of 2 years or more
  • Basic understanding of insurance terminology
  • Strong commitment to customer, with the desire to provide exceptional service
  • Great communication and reasoning skills, written and verbal
  •  Present themselves at all times in a professional and dignified manner
  • Bachelor's degree preferred
  • Able to balance a customer-oriented and a results-driven approach
  • Professionalism and outgoing personality
  • Outstanding organizational and multitasking abilities
  • Internet connection: Fiber Optics 25mbps.


  • Comprehensive Medical Insurance Package
  • Life Insurance Policy
  •  Market-Competitive Salary
  •  Performance based annual bonuses
  • PTO’s
  • Completely remote!
  • Equipment provided by the company
  •  Amazing work culture.

Company Information
Company Name:  Adion Financial Group
Company Description:

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