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
Last updated : 2024-05-19
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