Insurance Advisor Job Description

Insurance Advisor Job Description

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Insurance advisor provides expertise across the full range of insurance products encompassing, property, liability, financial lines and employee benefit insurances.

Insurance Advisor Duties & Responsibilities

To write an effective insurance advisor job description, begin by listing detailed duties, responsibilities and expectations. We have included insurance advisor job description templates that you can modify and use.

Sample responsibilities for this position include:

Provide advice on new insurance solutions based on an insurance needs analysis that satisfies the client’s needs and life events
Deliver a “trusted advisor” approach in client conversations using effective client discovery to identify client needs
Demonstrates commitment to first call resolution by taking ownership & accountability of client problems and ensuring the escalation process is followed
Ensure quality of call standards are met and maintained
Provide existing clients with excellent advice and strong client experience necessary to retain their business
Provide existing clients within our Etobicoke market with excellent advice and strong client experience necessary to retain their business
Collect policy, underwriting and other information from Insurance Brokers, Client Account Managers and clients
Have regular client communication, including responding to Client Account Manager and client inquiries
Assist the Director of Property and Casualty Insurance Advisory with projects
Lead the sales process

Insurance Advisor Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Insurance Advisor

List any licenses or certifications required by the position: RBC, AMF, CII, IICAR, CMFAS

Education for Insurance Advisor

Typically a job would require a certain level of education.

Employers hiring for the insurance advisor job most commonly would prefer for their future employee to have a relevant degree such as Collage and Bachelor's Degree in Education, Associates, Business, Secondary Education, Management, Finance, Accounting, Marketing, Exploring, Economics

Skills for Insurance Advisor

Desired skills for insurance advisor include:

Competitors’ products
Of our Personal Lines and Auto products
Our systems and procedures
Insurance products
Local community and its dynamics in order to provide input on marketing and educations events and promotions
American Family`s competitive advantage by comparing competitor products and services
Commercial products
Life
Building construction and repair methods is desirable
Insurance principles

Desired experience for insurance advisor includes:

You have a strong aptitude for sales
You have a superior client service orientation
You have the ability to communicate effectively with clients, both verbally and in writing
You have strong analytical and decision making abilities
Your call centre and/or personal lines insurance experience would be an asset
You have a minimum of 2 years customer service/sales/ call center and or personal lines insurance experience (an asset)

Insurance Advisor Examples

1

Insurance Advisor Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of insurance advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance advisor
  • Makes customer service a priority when dealing with new and existing clients
  • Supervise and assist the business units in the administration of claims
  • Preferably be educated to degree level or equivalent with a CII or IRM qualification
  • Assisting Commercial Account Managers & Producers in servicing Commercial and ICBC accounts
  • Manages, tracks, follows up, and ultimately closes sales leads primarily generated from Alternative Campaigns
  • Gathers critical risk information from prospect or policyholder to ensure an appropriate premium for the risk is guaranteed
  • Counsels prospects and policyholders on coverages, limits, and regulations, in a simple, understandable and actionable way
  • Uses sales and selling techniques such as identifying and overcoming objections, solving prospect or policyholder problems, generating interest asking for the sale and conducting follow-up to convert leads to sales, all while understanding the customer’s perspective and keeping things simple
  • Utilizes tools and resources and enlists supervisory assistance with unusual or highly complex prospect or policyholder inquiries or concerns
  • Delivers a superior customer experience by adhering to underwriting rules and guidelines and all quality and compliance standards
Qualifications for insurance advisor
  • You have a High School Diploma
  • A supportive, dynamic culture where personal initiative and hard work are recognized and rewarded
  • Access to training programs and extensive career development opportunities based on performance
  • Mentorship and professional development opportunities to help you reach your full potential
  • A broad knowledge of insurance technical theory and principles
  • Undergraduate Degree or 2 University Certificates of 30 credits each (delivered by a Canadian institution) or completed College Diploma or completed diploma in damage insurance
2

Insurance Advisor Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of insurance advisor. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for insurance advisor
  • Execute and appropriately document growing season and/or pre-harvest inspections and actual production history (APH), COI, SCL, agricultural preservation restricted acreage, claims and other business reviews as required
  • Proactively identify potential misrepresentations, fraud, waste, abuse and other compliance risks, recommending appropriate action based on findings and determinations as a result of review activities
  • Leverage compliance expertise by reviewing crop insurance policies and procedures and monitoring submission of regulatory filings and other reporting requirements
  • Review and analyze the information gathered for large claim reviews and make a recommendation on the appropriate handling of the review determinations
  • Monitor and track questions/issues and responses related to compliance reviews
  • Monitor and track the accurate number of reviews required by review category type and claim volume to ensure all reviews are completed thoroughly and documented adequately to meet regulatory requirements
  • ICBC transactions including renewals, new plates, transfers, cancellations, debt payments, changes
  • Solicit and obtain expiry dates for cross selling personal lines & commercial lines
  • Promote, explain and recommend coverages
  • Maintain familiarity with ICBC manuals and be able to use them quickly and accurately
Qualifications for insurance advisor
  • 3 years of experience with customer service or retail sales/service required
  • Mobile Center position will require 100% travel across the state
  • Work various day hours ranging from 40-50 hrs
  • The Mobile Center positions will require 100% travel across the state
  • Must have a Bachelor’s Degree in Marketing, Business Administration, Finance, or related field
  • Must have advanced networking, marketing, and creativity skills and techniques willingness to do joint work
3

Insurance Advisor Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of insurance advisor. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for insurance advisor
  • Help Individuals and Families enroll in appropriate health plans designed to give them access to the
  • Will be assigned some minimal, but regular duties to support the floater position
  • Author insurance reviews, including recommendations for improving insurance programs
  • Handle regular client communication, including responding to Client Advisors and client inquiries
  • Assist the Director of Insurance Advisory with projects, as needed
  • Provide follow-up support in disseminating technical across both organizations
  • Engaging client at executive and other levels to nurture and enhance relationship
  • Delivering up-to-date information on our capabilities including roadmap and strategic direction
  • Serving as the primary technical contact between the Account Executive, Systems Engineer, and other services available on all pre-sales activity
  • Assisting the Account Executive in developing and moving sales leads and opportunities forward
Qualifications for insurance advisor
  • Must have excellent interpersonal and customer service skills to interact with clients
  • Must be proficient with computer applications such as MS Word and Excel
  • Must have working knowledge of general office equipment such as phone system, copier, scanner, and the like
  • Must have a valid Texas Driver’s License and good driving record
  • Must maintain professional and technical knowledge by attending online webinars, seminars, business associations, or similar continuing education and professional designation programs
  • Must be able to exhibit motivation by sales, recognition, and personal success
4

Insurance Advisor Job Description

Job Description Example
Our growing company is searching for experienced candidates for the position of insurance advisor. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for insurance advisor
  • Maintaining up-to-date knowledge of competitive marketplace key competitors at client
  • Make changes in coverages
  • Accurately process quote and sale information in system
  • Collect payment and bind coverage
  • Build relationships across business functions to help enhance customer centric processes
  • Manage multiple computer systems while interacting with customers
  • Ability to follow mandatory quality/compliance guidelines for the protection of our business and customers
  • Ability to thrive in a fast paced call center sales environment
  • Retain information and adapt quickly to changes
  • Thoroughly completes applications, forms, and state-specific documents
Qualifications for insurance advisor
  • Must be able to attend various networking functions which may include early mornings or late events
  • Must be able to sit for long periods of time performing sedentary activities
  • Must be able to stand for long periods of time while conducting sales presentations, attending marketing events, or similar activities
  • Must have license or the ability to obtain license upon hire
  • The preferred candidate is a team player with a great attitude, self-motivation, and the ability to work in a fast paced environment
  • 1-2 years of experience in Commercial Insurance and Auto Insurance
5

Insurance Advisor Job Description

Job Description Example
Our company is growing rapidly and is searching for experienced candidates for the position of insurance advisor. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for insurance advisor
  • Adapts to each potential client
  • Meet all sales metrics within the first 6 months of employment
  • Provide highest level of service to Commercial Auto Insurance clients
  • Manage and maintain fleet accounts
  • Assist producer with all aspects of servicing commercial auto accounts
  • Support SBUs in contract and tender reviews
  • Investigate incidents to an appropriate level and obtain relevant documentation for issue to insurers ensuring this is completed on time and to the required standards
  • Provide information for claims defence or to justify claims
  • Handle insurance queries, advise those with a query to resolution or escalate to the Insurance Manager for assistance
  • Produce scheduled reports
Qualifications for insurance advisor
  • New York State broker license strongly preferred
  • Competitive compensation structure
  • Great work environment, team and office location
  • Discounts on a variety of gym memberships
  • Dynamic with previous client facing experience preferred
  • Exhibits patience, perseverance, and discipline

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