Insurance Advisor, Personal Insurance
Core
Advise clients on personal insurance products to protect assets and build long-term relationships.
Role type
Personal Insurance Advisor
Builds
Personal insurance policies (home, condo, tenant, auto)
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Level 2 General Insurance License, customer service experience, insurance product knowledge, policy administration, sales and cross-selling
Preferred skills
entrepreneurial mindset, self-starter attitude, ability to work with urgency
Technologies
EPIC system
Responsibilities
Assist clients with personal insurance needs, handle policy renewals and cancellations, cross-sell products, manage administrative tasks, support commercial lines operations, handle retail auto requests
Seniority
Junior to Mid-level, hands-on IC
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