Insurance Risk Management Specialist

4 weeks ago


Gilbert, Arizona, United States Insurance Partner at Barrett Financial Full time
Insurance Risk Management Specialist

At Insurance Partner at Barrett Financial, we're seeking a skilled Insurance Risk Management Specialist to join our team. As an Insurance Risk Management Specialist, you will be responsible for evaluating clients' insurance needs and developing tailored risk management strategies to protect their assets and financial well-being.

Key Responsibilities:

• Update bookkeeping systems, customer records, and sales databases to report progress to stakeholders

• Listen attentively to clients, evaluate their needs, and propose ideal insurance options

• Work with clients to develop and deliver risk management strategies that fit their individual profiles

• Stay up-to-date on insurance industry protocols and policy changes to ensure fulfillment of all policy requirements

Qualifications:

• Insurance license required

• Excellent communication, customer service, analytical, and interpersonal skills

• High school diploma mandatory; four-year undergraduate degree strongly preferred

• Demonstrated comprehension of the insurance industry, insurance products, risk management profiles, and associated state and federal regulations

• Basic computer skills and proficiency in Microsoft Office programs

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