1 Insurance advisor Job in San Leandro, CA
Aum Insurance Services LLC is Hiring an Insurance advisor Near San Leandro, CA
AUM Insurance Services is an independent insurance agency located at San Leandro California. We are specialised in providing customised Commercial Insurance solutions to businesses of small to medium sizes.
We are looking for an experienced and self-motivated Commercial Insurance Advisor to work REMOTE and join our growing organisation.
Our goal is to build up goodwill, strong relationships and enhance our professional reputation in the market.
Benefits
Annual Base Salary Commission Bonus Opportunities
Work from Home
Paid Time Off (PTO)
Responsibilities
As a Commercial Insurance Adviser, you will be responsible for building and maintaining relationships with clients, assessing their risk exposures, and providing customised insurance solutions to meet their unique needs.
The ideal candidate must have a strong understanding of commercial insurance products, carriers, MGAs and be committed to providing exceptional and prompt client service.
Responsibilities
1. Ability to source suitable quote for new business and account renewals obtaining competitive coverage for the client.
2. Breed productive relationships to create a pool of additional leads from referrals and networking.
3. Analyse client information and conduct risk assessments to recommend appropriate insurance coverage and limits.
4. Achieve customer acquisition and revenue growth objectives.
5. Identify, compile and manage data regarding account renewals and payment follow-up on a daily basis and update on Ezlynx CRM
7. Constantly update job knowledge and learn about new products and services
Requirement
1. Minimum 3 years of insurance industry experience related to servicing commercial accounts is a must.
2. Must be experienced with multiple carrier underwriters and online rating portals
3 Knowledge of Property and Casualty insurance
4. Ezlynx knowledge preferable.
5. Knowledge of computer software packages, including Microsoft Office (Word, Excel, Outlook)
6. Proven ability to work with goals and achieve monthly sales targets
7. Demonstrate ability to communicate, influence, and sell effectively
8. Experience in delivering client-focused solutions and in building long-lasting relationships.
9. Minimum educational qualification required is High school degree and a Spanish speaking candidate is preferred.
Job Type : Permanent
Last updated : 2024-04-30
Job Summary
Full Time
$92k-125k (estimate)
05/01/2024
06/21/2024
The job skills required for Insurance advisor include Insurance Industry, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance advisor. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance advisor. Select any job title you are interested in and start to search job requirements.
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Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Advisor job description and responsibilities
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Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Insurance Advisor jobs
Proofread all written communication.
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Provide High-Quality Customer Service.
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Complete requirements for licensure.
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Understand the General Requirements.
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Step 3: View the best colleges and universities for Insurance Advisor.
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