Found Description
Personal Insurance Advisor
We are looking for a Personal Insurance Advisor to join our growing team.
Responsibilities
- Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals.
- Sell new policies / write new business to existing or new clients and retain existing book of business.
- Quote new business through outbound call initiatives, introductory letters and receive walk‑in clients.
- Contact Underwriters and Adjusters to discuss guidelines and policy.
- Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals.
- Keep current on underwriting rules and workflow processes.
- Actively participate in training initiatives.
- Participate in community marketing initiatives.
- Process Account Receivable activities. <...