Personal Insurance Advisor
Core
Provide professional, efficient, and courteous service to clients regarding Auto Insurance, Auto Extension, Travel Health, and Personal Insurance products.
Role type
Personal Insurance Advisor
Builds
Bundled insurance solutions for individual clients
Domain
Insurance brokerage
Deliverable
client delivery
Required skills
Client service, up-selling, cross-selling, communication (written/verbal), Broker Management Software proficiency
Preferred skills
Level 2 Insurance License, CAIB designation, 2-5 years personal insurance sales experience