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Insurance advisor

Illinois Insurance Careers
Quincy, IL Full Time
POSTED ON 5/19/2024

The Insurance Account Advisor serves as a trusted advisor to clients, providing expert guidance on insurance products, coverage options, and risk management strategies.

This role involves managing client accounts, cultivating relationships, and delivering personalized service to meet clients' insurance needs.

The account advisor will collaborate with internal teams to ensure client satisfaction, retention, and growth.

Benefits

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Flexible Schedule

Disability Insurance

Parental Leave

Retirement Plan

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Mon-Fri Schedule

Vision Insurance

Responsibilities

  • Treat each customer contact as a cross and up-sell opportunity including financial products.
  • Answer incoming phone calls on the first ring.
  • Return all phone messages promptly.
  • Share training and education knowledge and expertise with team members.
  • Thoroughly understand and follow all underwriting, rating and compliance requirements.

Requirement

  • Possess a genuine willingness to learn, be intuitive and resourceful and be coachable.
  • Possess an upbeat, positive and enthusiastic attitude.
  • Create relationships from a cold start.
  • Be a fantastic presenter.
  • Excellent Communication / interpersonal skills.

    • Last updated : 2024-05-19

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