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Benefits offered by this job
Competitive compensation and equity packages
Health, dental, and vision insurance
Parental leave
Flexible vacation time
Wellness allowance ($80/month)
Technology allowance ($100/month)
Professional Development ($500/Yr)
Home office setup ($500 one-time)
Bi-Annual performance reviews
Job summary
A tech-enabled insurance advisory firm is seeking an Insurance Advisor in Chicago. In this role, you will ensure clients have a seamless sales and onboarding experience, provide tailored insurance advice, and strengthen client relationships. Ideal candidates will have at least 2 years' experience in insurance or client-facing roles and strong communication skills. This position involves considerable teamwork and collaboration in a fast-paced environment, requiring at least two office days weekly in Chicago.
Qualifications
2+ years of sales, brokerage, or customer service experience.
Active/Current Property and Casualty License.
Ability to thrive in a fast-paced environment.
Responsibilities
Ensure clients have a great experience during the onboarding process.
Interact directly with clients to advise on appropriate coverages.
Construct and present customized insurance proposals to clients.
Skills
Sales experience
Client-facing experience
Strong communication skills
Organizational skills
Problem-solving skills
Detail-oriented
Education
Bachelor's degree
Tools
CRM tools like Salesforce
Communication tools
Job description
A tech-enabled insurance advisory firm is seeking an Insurance Advisor in Chicago. In this role, you will ensure clients have a seamless sales and onboarding experience, provide tailored insurance advice, and strengthen client relationships. Ideal candidates will have at least 2 years' experience in insurance or client-facing roles and strong communication skills. This position involves considerable teamwork and collaboration in a fast-paced environment, requiring at least two office days weekly in Chicago.