Senior Insurance and Financial Services Professional
6 days ago
We are seeking a skilled Senior Insurance and Financial Services Professional to join our team at Advanced Insurance & Financial Services LLC. This exciting opportunity offers a competitive salary of $60,000 - $80,000 per year, depending on experience.
Job DescriptionThe ideal candidate will be responsible for providing expert advice to clients on insurance products and services, assisting with policy applications and renewals, and handling client inquiries in a timely manner. Additionally, they will maintain accurate records of client interactions, establish strong customer relationships, and follow up with customers as needed.
Responsibilities:- Provide detailed information about insurance products and services to clients.
- Assist clients with policy applications and renewals, ensuring all necessary documentation is completed accurately and efficiently.
- Respond promptly to client inquiries, addressing their concerns and resolving any issues that may arise.
- Maintain up-to-date records of client interactions, including notes and correspondence.
- Develop and nurture strong relationships with clients, understanding their needs and preferences to provide personalized service.
- Collaborate with other departments to ensure seamless communication and effective problem-solving.
- Excellent verbal and written communication skills, with the ability to communicate complex information in a clear and concise manner.
- Strong self-motivation and organizational skills, with the ability to work independently and prioritize tasks effectively.
- Ability to conduct interviews in the office and in clients' homes or businesses, building trust and rapport with clients.
- Ability to assess client needs and conduct effective interviews, identifying opportunities to provide value-added services.
- Proven ability to execute a detailed business plan, driving results and achieving goals.
- Experience in sales, preferably in the insurance industry, with a proven track record of success.
- Must hold a Life and Health license and be able to obtain a Property and Casualty license.
- Bilingual Spanish proficiency is an asset, but not required.
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