FIA Insurance Development Associate I
Core
Entry-level insurance development role focused on building long-term customer relationships, assisting producers with sales and account maintenance, and preparing insurance proposals.
Role type
Junior Insurance Development Associate
Builds
Long-term client relationships and insurance sales pipelines
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
[Risk Management and Insurance knowledge], [Sales and deal closing], [Insurance proposal preparation], [Customer service], [Plan renewal management], [Coverage analysis], [Microsoft applications proficiency], [Written and verbal communication], [Adaptability], [Organizational skills]
Preferred skills
[Ability to obtain insurance licenses], [Industry research]
Responsibilities
[Assist producers and account managers in sales and account maintenance], [Prepare formal insurance proposals and present to clients], [Survey prospects to determine insurance needs], [Review expiration listings for plan renewals], [Direct client service calls to appropriate personnel], [Participate in company submissions and market selection]
Seniority
Entry-level, hands-on IC