Insurance Advisor & Client Solutions Lead

Beacon Central Partners; Boston (MA); On-site; USD 75,000 - 108,000; Full time

Job summary

Beacon Central Partners in Boston, MA is seeking a full-time Insurance Agent to assess client needs, recommend suitable policies, and guide the application process.

You will manage policy renewals, handle inquiries, and collaborate with the sales team to deliver exceptional service in a fast-paced environment. The ideal candidate has a bachelor’s degree, 3–5 years of experience, strong communication and leadership, and proficiency with project management tools.

Qualifications

• Bachelor’s degree in a related field and 3–5 years of relevant experience.
• Strong communication and leadership skills; ability to manage projects and teams.
• Experience with insurance products and client service preferred.

Responsibilities

• Consult with clients to assess insurance needs and recommend policies.
• Facilitate applications and manage policy renewals while handling inquiries.
• Collaborate with sales team and external partners to meet objectives.

Skills

Client consultation

Communication skills

Leadership

Project management

Team coordination

Education

Bachelor's degree in a related field

Tools

Microsoft Project

Asana

Job description

Beacon Central Partners in Boston, MA is seeking a full-time Insurance Agent to assess client needs, recommend suitable policies, and guide the application process.

You will manage policy renewals, handle inquiries, and collaborate with the sales team to deliver exceptional service in a fast-paced environment. The ideal candidate has a bachelor’s degree, 3–5 years of experience, strong communication and leadership, and proficiency with project management tools.