Junior Insurance Advisor
Core
First point of contact for clients to protect homes, vehicles, and personal assets through tailored insurance solutions.
Role type
Junior Insurance Advisor (Personal Lines)
Builds
Personal lines insurance policies (habitational, automobile, travel) for individual clients
Domain
Insurance / Personal Lines
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Active Level 1 General Insurance License, quoting and binding policies, processing renewals, identifying coverage gaps, recommending bundling solutions, maintaining client records in broker management systems, explaining coverage in plain language, managing multiple client files simultaneously
Preferred skills
Experience with broker management systems (Applied Epic or similar), strong service background
Technologies
Broker management systems (Applied Epic or similar)
Responsibilities
Advise new and existing clients on personal lines coverage, quote and bind new policies, conduct renewals and review coverage changes, identify gaps and recommend solutions, handle client inquiries and policy changes, maintain accurate client records, escalate complex files
Seniority
Junior, entry-level to early career