Personal Insurance Advisor – El Dorado, KS

Insurance Center Inc.; El Dorado (KS); On-site; USD 40,000 - 60,000; Full time

Job summary

Insurance Center Inc. in El Dorado, KS is seeking a Personal Insurance Advisor to serve local clients with tailored personal insurance solutions.

You will manage client relations, analyze coverage, and coordinate with underwriters to secure competitive rates. In this full-time role, you will handle policy renewals, assist with claims, conduct market reviews, and collaborate with carriers to propose appropriate protections.

Qualifications

• Licensure or willingness to obtain relevant insurance licenses.
• Experience in customer service or account management is desirable.
• Strong understanding of personal insurance products and regulations.
• Excellent verbal and written communication with clients.
• Detail-oriented with strong organization and time management.

Responsibilities

• Develop and maintain positive relationships with personal clients as the main contact.
• Handle policy renewals, analyze and present renewal proposals.
• Assist clients with claims and advocate for fair resolution.
• Conduct coverage reviews and identify gaps with recommended solutions.
• Stay informed on industry trends to advise clients timely.
• Collaborate with underwriters and carriers to negotiate terms and rates.

Skills

Client relationship management

Communication

Attention to detail

Time management

Negotiation

Education

Insurance licensure (or willingness to obtain)

Job description

Personal Insurance Advisor – El Dorado, KS

Join ICI, a reputable and customer-focused insurance agency located in El Dorado, Kansas. We take pride in our commitment to providing exceptional service and building strong relationships with our clients. As a Personal Insurance Advisor, you will play a vital role in ensuring our personal clients receive the best insurance solutions to meet their specific needs. Your dedication to delivering outstanding customer service will directly contribute to our agency’s continued success and growth.

In this role, you will have the opportunity to work closely with our valued personal clients, building lasting relationships and providing them with personalized insurance solutions. You will handle policy renewal processes, assist with claims, and proactively identify opportunities to enhance coverage. Your strong communication and negotiation skills will be essential as you collaborate with underwriters and insurance carriers to secure competitive rates and coverage options for our clients.

Type: Full-time

Location: El Dorado, KS

Responsibilities

• Client Management: Develop and maintain positive relationships with personal clients, serving as their primary point of contact for all insurance-related matters.
• Policies and Renewals: Handle policy renewals, ensuring timely review, analysis, and presentation of renewal proposals to clients.
• Claims Support: Assist clients with the claims process, advocating on their behalf and ensuring prompt and fair resolution.
• Coverage Analysis: Conduct comprehensive coverage reviews for clients, identifying gaps and recommending appropriate solutions.
• Market Research: Stay updated on industry trends and market conditions to provide relevant and timely advice to clients.
• Collaboration: Work closely with underwriters and insurance carriers to negotiate terms, secure competitive rates, and tailor insurance packages to meet clients’ unique needs.

Requirements

• Licensure: Possess or be willing to obtain relevant insurance licenses.
• Experience: Prior experience in a customer service or account management role is highly desirable.
• Knowledge: Strong understanding of personal insurance products, coverages, and industry regulations.
• Communication Skills: Excellent verbal and written communication abilities, with a focus on building rapport with clients.
• Detail-Oriented: Strong attention to detail and accuracy in policy documentation and client correspondence.
• Organization and Time Management: Ability to prioritize tasks, manage competing deadlines, and work efficiently in a fast-paced environment.
• Team Player: Collaborate effectively with colleagues and contribute to a positive and supportive work environment.