Senior Family Risk Advisor — Personal Lines & Coverage

Insurancecenterinc; Waltham (MA); Presencial; USD 50 000 - 80 000; Tempo integral

Resumo da oferta

World Insurance Associates, a leading insurance broker, seeks a Family Risk Specialist to assess personal exposure, tailor protection strategies, and manage client relationships. This role blends consultative sales with risk analysis to safeguard assets and financial well-being.

Responsibilities include discovery conversations, coverage strategy across home/auto/umbrella, and relationship-building to grow the client base within a strong advisory framework.

Qualificações

• 3-5 years of personal lines insurance, consultative sales, risk advisory, financial services, or related client-facing experience.
• Demonstrated ability to conduct discovery conversations, assess client needs, and explain coverage options.
• Strong analytical, relationship-building, communication, and consultative selling skills.
• Ability to organize and manage a mixed pipeline of company-generated and self-developed opportunities.
• Ability to exercise sound judgment and make client-specific recommendations within established authority.
• Active Property & Casualty license required.

Responsabilidades

• Conduct comprehensive discovery conversations to understand each client's assets, lifestyle, financial considerations, liability exposures, and insurance needs.
• Analyze client circumstances and risk profiles to identify coverage gaps, emerging exposures, and areas requiring additional protection.
• Evaluate existing insurance arrangements and determine whether the current program appropriately addresses the client's overall risk profile.
• Exercise independent judgment in interpreting client information and determining which risks and coverage alternatives require further evaluation.

Conhecimentos

Consultative selling

Risk assessment

Client relationship management

Communication

Analytical thinking

Pipeline management

Independent judgment

Formação académica

High school diploma or equivalent

Bachelor's degree or equivalent combination of education and relevant experience preferred

Descrição da oferta de emprego

World Insurance Associates, a leading insurance broker, seeks a Family Risk Specialist to assess personal exposure, tailor protection strategies, and manage client relationships. This role blends consultative sales with risk analysis to safeguard assets and financial well-being.

Responsibilities include discovery conversations, coverage strategy across home/auto/umbrella, and relationship-building to grow the client base within a strong advisory framework.