Position Overview: We are seeking a highly motivated and customer-focused Insurance Advisor to join our team. The Insurance Advisor will be responsible for offering expert advice on insurance products, assessing clients’ needs, and providing tailored solutions that align with their financial goals and risk management needs. The ideal candidate will possess strong communication skills, a thorough understanding of insurance policies, and a passion for helping clients make informed decisions.

Key Responsibilities:

• Client Consultation: Meet with clients to understand their insurance needs, preferences, and financial goals. Provide expert advice on various insurance products, including life, health, auto, and property insurance.
• Policy Recommendations: Recommend suitable insurance policies and coverage options based on clients’ needs and risk assessments. Explain policy details, terms, and conditions clearly and accurately.
• Sales and Marketing: Identify and pursue new business opportunities through prospecting, networking, and referrals. Develop and implement strategies to attract new clients and retain existing ones.
• Quote Preparation: Prepare and present insurance quotes to clients, including detailed breakdowns of coverage options and associated costs.
• Documentation and Compliance: Ensure all client information is accurately recorded and maintained in compliance with regulatory requirements and company policies. Process policy applications, renewals, and endorsements.
• Claims Support: Assist clients with insurance claims by providing guidance and support throughout the claims process. Liaise with insurance carriers to ensure timely resolution of claims.
• Market Research: Stay informed about industry trends, market conditions, and new insurance products to provide up-to-date advice and solutions to clients.
• Customer Service: Provide exceptional customer service by addressing client inquiries, resolving issues, and ensuring a positive overall experience.