Insurance Services Advisor
2 weeks ago
The Insurance Services Advisor is responsible for providing comprehensive insurance services to clients, including policy management, claims assistance, and customer support. This role involves delivering exceptional service to clients, addressing their inquiries and concerns, and ensuring their insurance needs are met effectively. The Insurance Services Advisor plays a critical role in maintaining client satisfaction and loyalty.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Disability Insurance
Retirement Plan
Parental Leave
Flexible Schedule
Evenings Off
Hands on Training
Health Insurance
Dental Insurance
Tuition Reimbursement
Vision Insurance
Mon-Fri Schedule
Responsibilities
Meet new business production goals and objectives as established.
Develop insurance quotes, make sales presentations, and close sales.
Process customer policy change requests.
Handle all incoming claim calls from customers and follow-up.
Develop new Financial Services opportunities.
Document each customer contact in eAgent.
Requirements
- Education: High school diploma or equivalent; additional education or training in insurance or a related field is beneficial.
- Experience: Previous experience in insurance services, customer service, or a related field is advantageous.
- Licensing: Must hold relevant state insurance licenses (Property & Casualty, Life & Health) or be willing to obtain them.
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