Insurance Advisor
Core
Screen prospects, advance them through the quoting process, and prepare customized insurance proposals for financially successful families.
Role type
Property and Casualty insurance advisor
Builds
Customized insurance proposals and referrals to independent brokers
Domain
Insurance (Property & Casualty)
Deliverable
product features
Required skills
Property and Casualty insurance licensing, lead prequalification, exposure review, proposal preparation, state/territory underwriting knowledge
Preferred skills
High net worth personal lines experience, CIC designation, Agency Management Systems (AMS 360)
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, present customized proposals, explain coverage differences across states, maintain customer electronic files
Seniority
Mid-level, hands-on IC