Business Insurance Advisor
Core
Business Insurance Advisors negotiate, sell, and manage relationships with new and existing clients, focusing on sales and fiscal responsibility for insurance accounts.
Role type
Business Insurance Advisor (Sales)
Builds
Insurance accounts and client partnerships
Domain
Insurance / Property & Casualty / Life & Health
Deliverable
client delivery
Required skills
Active Property & Casualty or Life & Health License, Bachelor's Degree, strong financial aptitude, Microsoft Office 365 proficiency
Responsibilities
Identify insurance needs for prospective clients, partner with internal teams to market new accounts, retain existing accounts, manage account receivables, obtain information for renewal marketing, stay current on client coverages, conduct client visits to review coverages and contracts, attend client meetings