Insurance Client Advisor
2 weeks ago
The Insurance Client Advisor is responsible for providing expert advice and personalized insurance solutions to clients. This role involves assessing clients' insurance needs, recommending appropriate products, managing policies, and supporting clients throughout the claims process. The advisor will build and maintain strong client relationships, ensuring high levels of customer satisfaction and retention.
Benefits
Annual Base Salary + Commission + Bonus Opportunities
Paid Time Off (PTO)
Life Insurance
Career Growth Opportunities
Flexible Schedule
Disability Insurance
Parental Leave
Retirement Plan
Evenings Off
Hands on Training
Health Insurance
Dental Insurance
Tuition Reimbursement
Mon-Fri Schedule
Vision Insurance
Responsibilities
Meet new business production goals and objectives as established.
Develop insurance quotes, make sales presentations, and close sales.
Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Process customer policy change requests.
Secure all Trailing Documents from customers.
Handle all incoming claim calls from customers and follow-up.
Requirements
Great Customer Service Skills.
Problem-Solving Capabilities.
Works well with other employees and is a team player with a positive attitude.
A Property & Casualty insurance license is required.
A Life & Health Insurance license is required.
Display leadership competencies, including ability to delegate, engage, and inspire others.
Minimum education: Associates degree in Business.
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