FIA Insurance Development Associate I
Based in United States
Core
Develop long-term customer relationships and assist in sales, marketing, and account maintenance for insurance products.
Role type
Junior insurance sales associate
Builds
Insurance proposals and client service interactions
Domain
Insurance / Financial Services
Deliverable
client delivery
Required skills
Insurance product knowledge, sales and closing, customer service, proposal preparation, risk management analysis, Microsoft Office proficiency
Preferred skills
Ability to obtain insurance licenses, adaptability in fast-paced environments
Responsibilities
Assist producers and account managers in sales and account maintenance, prepare formal insurance proposals, survey prospects to determine insurance needs, participate in plan renewals, work toward obtaining insurance licenses
Seniority
Entry-level / Associate