Core
Individual insurance and financial asset advisory, analyzing customer needs and developing tailored insurance solutions across the entire process from needs assessment to claims settlement.
Role type
Insurance broker / Financial advisor
Builds
Custom insurance policies and financial protection plans for private and business clients
Domain
Insurance and Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, risk assessment, contract management, claims processing, sales strategy, customer relationship management, data analysis, compliance adherence
Preferred skills
Cross-selling and up-selling techniques, marketing event participation, database management
Technologies
Internal insurance management systems, reporting tools
Responsibilities
Conducting individual insurance needs analysis and consultations, creating and calculating insurance offers, processing and settling insurance claims, supporting sales strategy development, maintaining customer databases and generating reports
Seniority
Individual Contributor, mid-level