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Family Risk Advisor

3 months ago

Madison, United States American Family Insurance Full time

As a Family Risk Advisor, you will work with clients to understand their insurance needs and make appropriate recommendations. You are responsible for making sure your clients are aware of the products and services available to them and their loved ones.


With this role, you will have the opportunity to service existing customers and onboard new ones.


Responsibilities include but are not limited to:

  • Outbound calls to prospects.
  • Providing Auto, Property, Commercial, and Life Insurance quotes.
  • Servicing of existing customers.
  • Onboarding new customers.


You will have Accountability for the following:

  • Individual Sales Production.
  • Sales and Service Activities.
  • Building a Center of Influence/Referral Partners.
  • Understanding Insurance Policies.


Skills:

  • Customer Service.
  • Critical Thinking.
  • Decision Making.
  • Analytical.
  • Soft Skills.


Requirements:

  • Currently hold a Wisconsin Property, Casualty, and Life Insurance License.
  • Minimum of one year sales experience.
  • Telephone and in-person communication skills.
  • Sufficient understanding of Microsoft Office suites.
  • Pass a background and credit check inquiry.