Insurance Client Advisor
2 weeks ago
World Insurance Associates is a leading insurance brokerage firm offering a wide range of products and services from top providers. Our team of experts provides attentive service to clients across North America.
We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.
As a key member of our team, you will support the Account Executive in client management and retention. Your responsibilities will include identifying new business opportunities, generating leads, and maintaining client relationships.
Key Responsibilities- Identify and solicit new business opportunities for the company
- Generate a list of prospects and utilize various methods to contact them
- Ability to identify opportunities for cross-selling of other insurance lines
- Recommend and create custom programs to eliminate gaps in coverage
- Maintain client relationships and retention through agency renewal workflows
- 3-5 years of experience in an insurance brokerage or carrier
- Personable and highly motivated to grow personal success
- Excellent written and verbal communication and presentation skills
- Excellent organization and follow-up skills
- Consultative, positive, and resourceful approach to dealing with clients and associates
At World Insurance Associates, we celebrate and support our differences. We are an equal opportunity workplace and are dedicated to providing a collaborative environment where our employees can thrive.
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