drjobs Insurance Advisor

Insurance Advisor

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1 Vacancy
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Job Location drjobs

Louisville, KY - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Insurance Advisor

Our firm is rapidly expanding and we are seeking a self-motivated person who wants to join a dynamic growing company. Insurance industry or agency experience and knowledge is not required but would be a greater benefit relating to clients for this position.This position is based out of our Louisville KY office and offers flexible work arrangements including on-site remote and hybrid options.


Benefits
  • Health Insurance
  • Life Insurance
  • Long-Term Disability Insurance
  • Parking provided on location at no cost

Responsibilities
  • Develop and maintain positive working relationships with colleagues.
  • Complete Property and Casualty licensing course and successfully pass examination in order to obtain license in state of residency.
  • Apprentice with various Advisors to gain an understanding of the role.
  • Develop knowledge and understanding of insurance coverages.
  • Understand the requirements and information required to incept coverage.
  • Understand various billing options and the appropriate application of each.
  • Learn the processes and workflows of the agency and understand how those processes relate to the role of Advisor.
  • Interact and build relationships with company personnel and underwriters.
  • Inform and educate clients about policy coverage changes exclusions and insurance coverage needs. Assist them in making coverage changes.
  • Aggressively and professionally advocate for clients including determination of new and renewal premiums and other areas of negotiation with underwriters.
  • Develop a prospect list and form an action plan as to the best method to interact with these prospects.
  • Sell insurance products to prospective clients.
  • Establish develop and maintain positive business and client relationships.
  • Identify growth opportunities for the agency.
  • Work with existing Advisors and marketing team to promote the agency in a positive manner.
  • Reach out to client leads through cold calling.
  • Participate in agency social media marketing efforts.

Requirements
  • College education or equivalent insurance experience.
  • Must have a solid understanding of insurance terms and coverages; insurance products and usage with adequate knowledge of quoting procedures and industry operations to effectively manage maintain and onboard assigned clients and prospects.
  • Ability to multitask and handle heavy workload with minimal supervision; able to self-check for accuracy; and independently research and analyze.
  • Demonstrated experience meeting deadlines and working with shifting priorities.
  • Ability to communicate orally and in writing with others to explain complex issues interpret complex information and respond appropriately.
  • Demonstrated experience using an agency management system.
  • Working knowledge of Excel to create navigate and manipulate reports Word PowerPoint and Email applications.
  • Existing professional designations such as CPCU CIC AAI etc. or pursuit thereof is a plus.


Required Experience:

Unclear Seniority

Employment Type

Advisor

Company Industry

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