Insurance Advisor
Core
Build long-lasting relationships with prospective and existing clients, delivering professional advice on insurance products and solutions.
Role type
Insurance Advisor
Builds
Insurance products and services tailored to client needs
Domain
Insurance
Deliverable
client delivery
Required skills
client relationship management, sales, problem-solving, time management, clear communication, claims administration, policy renewal management, compliance adherence
Preferred skills
customer service experience, strategic thinking, industry knowledge, CRM proficiency
Responsibilities
Identify and pursue new business opportunities to achieve sales targets, administer insurance products and claims, manage policy renewals and mid-term adjustments, provide clear and informed advice on insurance needs, maintain compliance standards, achieve activity targets
Seniority
Individual Contributor