Our Risk Advisors generate new business opportunities by meeting with prospective clients to review exposures, analyze business needs, and help clients to effectively manage their risk. Our advisors make recommendations on insurance programs, alternative risk solutions and financial management strategies.
"As an advisor I get to take part in bringing confidence and clarity to the financial goals of families and businesses in our community. I work with a great team of people who conduct business with a servant’s heart. This allows me to line up my personal values and my business values."
-Andy Badertscher, Financial Advisor, Wooster
Our Customer Service Specialists serve clients by providing excellent customer service. They work with our business risk advisors, carriers and clients and follow up on quotes, policy changes, claims, and answer general questions.
"In my role, I help to resolve all insurance related questions for the client. I handle billing issues, certificates, policy changes, and coverage questions. I get the most fulfillment out of my role by ensuring our clients have all of their insurance needs taken care of."
-Julie Piazza, Business Customer Service Specialist, Wadsworth