Insurance Advisor
Core
Build long-lasting relationships with clients to deliver professional advice on insurance products and solutions, enabling clients to select products meeting their needs.
Role type
Insurance Advisor (Sales & Service)
Builds
Insurance policies and claims administration for individual and business clients
Domain
Insurance
Deliverable
client delivery
Required skills
Communication, Customer service, Sales, Problem-solving, Time management, Telephone manner
Preferred skills
Customer service experience, Strategic thinking, Industry knowledge, Tech-savviness (CRM)
Responsibilities
Manage inbound and outbound client calls, identify and pursue new business opportunities, administer insurance products and claims, manage policy renewals and mid-term adjustments, provide clear and informed advice, maintain compliance standards, achieve sales targets, conduct continuous professional development (15 hours/year), act as a community ambassador, and support cross-referrals.
Seniority
Individual Contributor