Insurance Account Advisor

As an Insurance Account Advisor, you will be responsible for providing exceptional customer service to clients regarding their insurance needs.

This role involves assessing clients' insurance requirements, recommending appropriate coverage options, and ensuring policyholders understand their policies.

You will also handle policy renewals, claims processing, and address any inquiries or concerns clients may have.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Vision Insurance

Mon-Fri Schedule

Responsibilities

Responsibilities :

• Provide personalized insurance advice and guidance to clients based on their individual needs and circumstances.
• Assess clients' insurance requirements by conducting thorough interviews and analyzing their existing policies.
• Recommend appropriate insurance coverage options to clients, explaining policy features, benefits, and exclusions in detail.
• Process new insurance policies, including applications, underwriting, and policy issuance, ensuring accuracy and compliance with regulatory requirements.
• Manage policy renewals by proactively contacting clients, reviewing coverage needs, and negotiating terms and premiums where necessary.
• Assist clients with claims processing, including filing claims, liaising with insurance companies, and facilitating the resolution of claims disputes.
• Maintain accurate client records and policy documentation using company databases and software systems.
• Stay updated on industry trends, insurance products, and regulatory changes to provide informed advice to clients.
• Build and maintain strong relationships with clients, insurers, and other stakeholders to foster trust and loyalty.
• Meet or exceed sales targets and performance metrics, such as policy retention rates and customer satisfaction scores.

Requirement

Qualifications :

• Bachelor's degree in business, finance, insurance, or related field (preferred).
• Previous experience in insurance sales, account management, or customer service.
• Possess relevant insurance licenses or willingness to obtain required licenses (e.g., Property & Casualty, Life & Health).
• Strong understanding of insurance products, coverage options, and underwriting principles.
• Excellent communication skills, both verbal and written, with the ability to explain complex insurance concepts in simple terms.
• Exceptional customer service and interpersonal skills, with a focus on building long-term client relationships.
• Detail-oriented and organized, with the ability to multitask and prioritize workload effectively.
• Proficiency in using computer software and databases for policy management and client communication.
• Ability to work independently and as part of a team in a fast-paced, dynamic environment.
• Ethical and compliant behavior, adhering to industry regulations and company policies at all times.
30+ days ago