Personal Insurance Advisor
Core
Client-facing advisor managing personal lines insurance (home, auto, travel) for individuals and families.
Role type
Personal Insurance Advisor
Builds
Personal lines insurance policies and coverage solutions
Domain
Insurance / Personal Lines
Required skills
Personal lines product knowledge, policy quoting and binding, client relationship management, coverage gap analysis, broker management system proficiency, regulatory compliance
Preferred skills
Experience with Applied Epic, bundling strategies, complex file escalation
Responsibilities
Advise clients on home, auto, and travel insurance; quote and bind new policies; manage renewals and coverage reviews; identify coverage gaps and recommend solutions; maintain accurate client records; escalate complex files
Seniority
Mid-level, client-facing IC
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