Job Summary:

The Insurance Consultant is responsible for providing expert advice on insurance products and services to clients. This role involves assessing clients’ needs, recommending suitable insurance policies, and ensuring clients understand their coverage. The Insurance Consultant will also help clients with claims and maintain strong relationships to support long-term client satisfaction and retention.

Key Responsibilities:

• Client Consultation: Meet with clients to assess their insurance needs and financial objectives. Provide expert advice on suitable insurance products and solutions.
• Policy Recommendations: Research and recommend insurance policies that align with clients' needs, including health, life, auto, home, and business insurance.
• Sales and Service: Assist clients in selecting and purchasing insurance policies. Provide excellent customer service throughout the policy lifecycle, including renewal and adjustments.
• Claims Assistance: Help clients with the claims process, including filing claims, tracking progress, and resolving any issues that arise.
• Market Analysis: Stay informed about industry trends, new insurance products, and competitor offerings. Use this knowledge to provide clients with up-to-date information and options.
• Documentation: Prepare and review insurance documents, applications, and policy changes. Ensure all paperwork is completed accurately and efficiently.
• Client Education: Educate clients on insurance terms, coverage details, and policy exclusions. Ensure clients fully understand their insurance coverage and options.
• Relationship Management: Build and maintain strong relationships with clients, addressing their concerns and ensuring high levels of client satisfaction and retention.
• Compliance: Ensure all insurance activities comply with legal and regulatory requirements. Maintain up-to-date knowledge of relevant laws and regulations.
• Reporting: Maintain accurate records of client interactions, policy recommendations, and sales activities. Prepare reports for management as required.