Personal Insurance Advisor
Core
Provide professional service and sales support for Auto, Travel Health, and Personal Insurance products to clients.
Role type
Personal Insurance Advisor
Builds
Tailored insurance solutions and bundled coverage for individuals and families
Domain
Insurance / Risk Management
Deliverable
client delivery
Required skills
Auto insurance sales, Travel health insurance sales, Personal insurance sales, Client needs identification, Upselling, Cross-selling, Broker management software proficiency
Responsibilities
Identify client needs, Educate clients on available insurance solutions, Encourage sale of company products, Promote bundling of insurance requirements