Insurance Advisor
Core
Screen prospects, provide introductions to PURE, advance them through the quoting process, and provide pre-closed referrals to independent brokers.
Role type
Property & Casualty insurance advisor
Builds
Customized insurance proposals and referrals for PURE's corporate marketing campaigns
Domain
Insurance (Property & Casualty)
Required skills
Property and Casualty insurance license, sales experience, customer service experience, knowledge of property & liability exposures, proposal preparation, state/territory underwriting knowledge
Preferred skills
CIC designation, Agency Management Systems (AMS 360) experience, high net worth personal lines experience, Bachelor's degree
Technologies
Excel, Outlook, Word, AMS 360
Responsibilities
Prequalify leads from marketing and referrals, generate referral sources, educate prospective members on value proposition, review property & liability exposures, prepare customized insurance proposals, explain coverage and underwriting differences, maintain customer electronic files
Seniority
Mid-level, hands-on IC