Risk Management Agent
4 weeks ago
- Proactively contact members to discuss and present policy renewal options to improve policy retention
- Conduct policy reviews on in-force policies and advise on additional coverages and policies as needed
- Identify opportunities to refer members to partner services to meet their financial needs
- Respond to underwriting information requests on in-force policies
- Resolve complex billing issues by following up with insurance carriers
Required Skills and Qualifications:
- Minimum 2 years' experience in the Insurance industry (Insurance Sales experience preferred)
- Ability to organize, analyze, and interpret data to reach sound decisions and guide clients based on individual risk tolerances
- Foster strong relationships with internal and external stakeholders
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