Insurance Policy Advisor
1 week ago
We are a leading insurance agency based in Bozeman, Montana, committed to serving our community and providing top-tier insurance solutions.
Salary InformationThe annual base salary for this position is competitive and includes bonus opportunities.
Responsibilities- Client Engagement: We interact with clients to assess their insurance requirements and offer personalized guidance.
- Sales Activities: We handle inquiries, provide information, and recommend suitable insurance products to clients.
- Policy Management: We customize insurance policies to align with individual client needs and preferences.
- Customer Advocacy: We identify opportunities to enhance client portfolios through cross-selling and tailoring services.
- Client Retention: We build strong, lasting relationships with clients to ensure satisfaction and loyalty.
- Annual Base Salary + Commission + Bonus Opportunities
- Paid Time Off (PTO)
- Health Insurance
- Dental Insurance
- Vision Insurance
- Hands on Training
- Mon-Fri Schedule
- Licensing: Must possess or be willing to obtain the necessary insurance licenses.
- Experience: Previous experience in sales or customer service roles is preferred.
- Communication Skills: Excellent verbal and written communication skills.
- Team Player: Ability to work collaboratively in a team environment and support colleagues.
- Detail-Oriented: Strong attention to detail and accuracy in handling client information and transactions.
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