Elevate your career as a savvy Personal Insurance Advisor focused on delivering exceptional client service in a supportive environment. Utilize your insurance expertise to handle ongoing client needs and forge new business relationships in a flexible work model.
In this full-time position, you will provide expert advice on personal insurance matters, conduct needs assessments, and recommend tailored solutions. You will also engage with underwriters, retain an existing book of business, and process various documentation. Your contributions will directly impact client satisfaction in a company committed to excellence.
Key Responsibilities: • Serve ongoing client insurance needs and inquiries • Sell and write new business policies • Collaborate with underwriters and adjusters • Prepare documentation and applications for insurers • Stay updated on underwriting rules and processes