Insurance Advisors

Insurance Advisor

Position Description:

  • Continually update product knowledge, services and customer service processes, as well as all work-related systems
  • Attain/retain full client load
    • Prospect, identify, qualify and build rapport with households/accounts
    • Understand household/account requirements, explaining product and service capabilities & overcome objections
    • Prepare, submit and track contracts and other required paperwork
    • Responds to customer inquiries by understanding inquiry; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding information; verifying customer’s understanding of information and answer
    • Records customer inquiries by documenting inquiry and response in customers’ accounts
    • Schedule appointments for self and/or others
    • Make sales presentations
    • Conduct/Assist in community events
    • Actively participate in networking events
  • Contributes information to market strategy by monitoring competitive products and reactions from households/accounts
  • Recommends new products and services by evaluating current product results; identifying needs to be filled
  • Work independently and as a team to achieve individual and team goals
  • Help maintain company policy and internal culture
  • Assists all staff as needed
  • Maintains quality service by monitoring standards; advising supervisor of potential problems
  • Resolves complaints by investigating issues and composing responses; referring non-standard complaints and potential lawsuits to the companies security/management team.
  • Accomplishes customer service and organization mission by completing related tasks as needed
  • Comply with all governmental regulations (HIPAA, PHI, etc.)

Starting Salary: $40,000 – $43,000 starting annual salary + bonuses & incentives

Career Level Required: Some experience in sales and customer service, insurance related preferred

Experience Desired: 1+ years

Minimum Education Required: High School or equivalent