Insurance consultant

The Insurance Account Consultant is responsible for providing strategic consulting services to clients in the insurance industry, helping them optimize their insurance programs, manage risk effectively, and achieve their business objectives.

This role involves assessing clients' insurance needs, analyzing existing insurance programs, and recommending tailored solutions to meet client requirements.

The Insurance Account Consultant serves as a trusted advisor to clients, providing expert guidance and support to enhance their insurance operations.

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

Client Consultation and Needs Analysis :

Conduct comprehensive assessments of clients' insurance programs, including coverage, limits, and exclusions.

Collaborate with clients to understand their business goals, objectives, and risk tolerance.

Identify opportunities to enhance insurance coverage, reduce costs, and improve risk management practices.

Strategic Planning and Program Design :

Develop customized insurance solutions and risk management strategies to address client needs and objectives.

Analyze insurance policies, endorsements, and exclusions to ensure alignment with client requirements.

Design insurance programs that provide optimal coverage while minimizing exposure to risk.

Market Research and Analysis :

Conduct market research and analysis to identify insurance products, carriers, and trends that may benefit clients.

Evaluate insurance carriers, policies, and pricing to recommend suitable options for clients.

Stay informed about industry developments, regulatory changes, and emerging risks impacting the insurance market.

Client Advocacy and Negotiation :

Serve as a liaison between clients and insurance carriers, advocating for clients' interests and needs.

Negotiate with insurance carriers to obtain competitive terms, conditions, and pricing on behalf of clients.

Ensure clients' insurance programs are designed to meet their specific requirements and preferences.

Educate clients on insurance products, coverage options, and risk management strategies.

Provide training and support to clients' internal teams on insurance-related topics, such as claims handling and loss prevention.

Offer guidance and advice to help clients make informed decisions about their insurance programs.

Documentation and Reporting :

Prepare comprehensive insurance program summaries, proposals, and presentations for clients.

Maintain accurate and detailed records of client interactions, transactions, and communications.

Generate reports and analyses to track insurance program performance, claims experience, and cost trends.

Requirement

Creating and maintaining a database of current and potential customers

Ability to achieve high sales targets

Proven track record of trustworthiness, dependability and ethical behavior

Must be coachable

Excellent communication skills : written, verbal, and listening

Must have strong interpersonal communication skills

Must be motivated and determined

Last updated : 2024-05-20