Client-Centric Insurance Solutions Advisor

Course Advisor, Inc.; United States; On-site; USD 40,000 - 60,000; Full time

Job summary

Course Advisor is seeking an Insurance Sales Agent to sell life, property, casualty, health, and automotive insurance. The role involves managing client relationships, advising on policies and claims, and incorporating insurance programs into bookkeeping. Ideal candidates have strong communication skills and critical thinking abilities to assess clients' needs. Responsibilities include delivering policies, maintaining records, and ensuring claims are settled fairly. Join us to help clients protect their assets and navigate insurance solutions.

Qualifications

• Ability to understand and interpret written instructions and documents.
• Full attention to details in conversations and discussions.
• Effective verbal communication to convey necessary information.
• Logical reasoning for evaluating solutions and approaches.
• Clear and appropriate written communication skills.
• Skill in influencing and persuading others.

Responsibilities

• Plan and oversee incorporation of insurance program into company records.
• Submit forms to obtain binder coverage from underwriters.
• Deliver and explain policies to clients, analyzing their insurance needs.
• Assist clients with claims and provide necessary information.
• Monitor and ensure equitable settling of insurance claims.
• Maintain records and handle policy renewals.

Skills

Reading Comprehension

Active Listening

Speaking

Critical Thinking

Writing

Persuasion

Job description

Course Advisor is seeking an Insurance Sales Agent to sell life, property, casualty, health, and automotive insurance. The role involves managing client relationships, advising on policies and claims, and incorporating insurance programs into bookkeeping. Ideal candidates have strong communication skills and critical thinking abilities to assess clients' needs. Responsibilities include delivering policies, maintaining records, and ensuring claims are settled fairly. Join us to help clients protect their assets and navigate insurance solutions.