Insurance Advisor | Client Solutions, Cincinnati

Sterling Valley Group; Cincinnati (OH); On-site; USD 80,000 - 114,000; Full time

Benefits offered by this job

Health insurance

Retirement plans

Life insurance

Disability coverage

Training programs and certifications

Job summary

Sterling Valley Group in Cincinnati, OH is seeking an Insurance Agent to help clients navigate policy options, assess needs, and recommend suitable coverage. The role focuses on building relationships and delivering personalized service in a collaborative office setting.

You will meet with clients, research policies using CRM software and databases, and maintain ongoing support to ensure coverage continues to meet their needs; a strong communication and negotiation skillset is essential.

Qualifications

• Requires a bachelor’s degree in a related field and/or equivalent professional experience.
• High school diploma or equivalent required; relevant insurance experience preferred.
• Solid understanding of insurance products and ability to build client relationships.
• Valid driver’s license and ability to pass a background check.

Responsibilities

• Meet with clients to understand their insurance needs.
• Conduct research to identify the best policies for clients.
• Provide ongoing support to ensure policies meet clients’ needs.
• Maintain strong client relationships and address any concerns.
• Use CRM software to track client interactions and policy information.

Skills

Client relationship-building

Communication

Negotiation

Detail-oriented

Insurance industry experience

Education

Bachelor's degree in related field

High school diploma or equivalent

Tools

CRM software

Insurance databases

AutoCAD

Revit

Job description

Sterling Valley Group in Cincinnati, OH is seeking an Insurance Agent to help clients navigate policy options, assess needs, and recommend suitable coverage. The role focuses on building relationships and delivering personalized service in a collaborative office setting.

You will meet with clients, research policies using CRM software and databases, and maintain ongoing support to ensure coverage continues to meet their needs; a strong communication and negotiation skillset is essential.