Insurance advisor

Decatur, IL Full Time
POSTED ON 5/19/2024

The Insurance Services Advisor is responsible for providing expert advice and assistance to clients regarding their insurance needs.

This role involves assessing clients' requirements, recommending appropriate insurance products, and facilitating policy transactions.

The advisor will also handle client inquiries, resolve issues, and ensure a high level of customer satisfaction.

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

Key Responsibilities :

Client Consultation and Needs Assessment :

Conduct thorough consultations with clients to understand their insurance requirements, risk profiles, and financial goals.

Insurance Product Expertise :

Stay informed about a wide range of insurance products, including life insurance, health insurance, property and casualty insurance, and retirement planning solutions.

Provide expert advice and guidance to clients on the features, benefits, and suitability of different insurance options.

Policy Transactions and Administration :

Assist clients with policy transactions, including new applications, renewals, endorsements, and cancellations.

Ensure accuracy and completeness of policy documentation, underwriting information, and premium calculations.

Requirement

  • Be a fantastic presenter.
  • Proficiency to multi-task, follow-thru and follow-up.
  • Excellent Communication / interpersonal skills.
  • Confident, self-starter who works well independently.
  • Must have ability to multi-task.
  • Last updated : 2024-05-19

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