Insurance Advisor
Core
Assist customers and prospects in finding the right coverage for their business insurance needs, issue certificates, and process policy changes.
Role type
Customer-facing insurance advisor
Builds
Customer service and policy management for small business insurance
Domain
Insurance (Property & Casualty)
Deliverable
client delivery
Required skills
Customer service, policy management, insurance quoting, process improvement, software proficiency (Excel, G Suite)
Preferred skills
Property & Casualty Insurance License, Bilingual (Spanish)
Responsibilities
Issue insurance certificates, process policy changes, assist in process improvement, support pay-as-you-go insurance program, provide insurance quotes, translate internal customer account portals and Terms and Conditions, shadow new agents during training, meet with Product teams to understand customer needs
Seniority
Entry-level to Junior