The Insurance Services Advisor is responsible for providing comprehensive insurance services to clients, including policy management, claims assistance, and customer support. This role involves delivering exceptional service to clients, addressing their inquiries and concerns, and ensuring their insurance needs are met effectively. The Insurance Services Advisor plays a critical role in maintaining client satisfaction and loyalty.

Annual Base Salary Commission Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Disability Insurance

Retirement Plan

Parental Leave

Flexible Schedule

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Vision Insurance

Mon-Fri Schedule

Meet new business production goals and objectives as established.

Develop insurance quotes, make sales presentations, and close sales.

Process customer policy change requests.

Handle all incoming claim calls from customers and follow-up.

Develop new Financial Services opportunities.

Document each customer contact in eAgent.

• Education: High school diploma or equivalent; additional education or training in insurance or a related field is beneficial.
• Experience: Previous experience in insurance services, customer service, or a related field is advantageous.
• Licensing: Must hold relevant state insurance licenses (Property & Casualty, Life & Health) or be willing to obtain them.