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The Insurance Account Consultant is responsible for providing strategic consulting services to clients in the insurance industry, helping them optimize their insurance programs, manage risk effectively, and achieve their business objectives.
This role involves assessing clients' insurance needs, analyzing existing insurance programs, and recommending tailored solutions to meet client requirements.
The Insurance Account Consultant serves as a trusted advisor to clients, providing expert guidance and support to enhance their insurance operations.
Benefits
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
Responsibilities
Client Consultation and Needs Analysis :
Conduct comprehensive assessments of clients' insurance programs, including coverage, limits, and exclusions.
Collaborate with clients to understand their business goals, objectives, and risk tolerance.
Identify opportunities to enhance insurance coverage, reduce costs, and improve risk management practices.
Strategic Planning and Program Design :
Develop customized insurance solutions and risk management strategies to address client needs and objectives.
Analyze insurance policies, endorsements, and exclusions to ensure alignment with client requirements.
Design insurance programs that provide optimal coverage while minimizing exposure to risk.
Market Research and Analysis :
Conduct market research and analysis to identify insurance products, carriers, and trends that may benefit clients.
Evaluate insurance carriers, policies, and pricing to recommend suitable options for clients.
Stay informed about industry developments, regulatory changes, and emerging risks impacting the insurance market.
Client Advocacy and Negotiation :
Serve as a liaison between clients and insurance carriers, advocating for clients' interests and needs.
Negotiate with insurance carriers to obtain competitive terms, conditions, and pricing on behalf of clients.
Ensure clients' insurance programs are designed to meet their specific requirements and preferences.
Educate clients on insurance products, coverage options, and risk management strategies.
Provide training and support to clients' internal teams on insurance-related topics, such as claims handling and loss prevention.
Offer guidance and advice to help clients make informed decisions about their insurance programs.
Documentation and Reporting :
Prepare comprehensive insurance program summaries, proposals, and presentations for clients.
Maintain accurate and detailed records of client interactions, transactions, and communications.
Generate reports and analyses to track insurance program performance, claims experience, and cost trends.
Requirement
Creating and maintaining a database of current and potential customers
Ability to achieve high sales targets
Proven track record of trustworthiness, dependability and ethical behavior
Must be coachable
Excellent communication skills : written, verbal, and listening
Must have strong interpersonal communication skills
Must be motivated and determined
Last updated : 2024-05-20
Full Time
$75k-106k (estimate)
05/21/2024
06/20/2024
The job skills required for Insurance consultant include Presentation, Insurance Products, Communication Skills, Interpersonal Communication, Insurance Policies, Listening, etc. Having related job skills and expertise will give you an advantage when applying to be an Insurance consultant. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Insurance consultant. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Insurance consultant positions, which can be used as a reference in future career path planning. As an Insurance consultant, it can be promoted into senior positions as an Insurance Senior Broker that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Insurance consultant. You can explore the career advancement for an Insurance consultant below and select your interested title to get hiring information.