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As an Insurance Account Advisor, you will be responsible for providing exceptional customer service to clients regarding their insurance needs.
This role involves assessing clients' insurance requirements, recommending appropriate coverage options, and ensuring policyholders understand their policies.
You will also handle policy renewals, claims processing, and address any inquiries or concerns clients may have.
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
Responsibilities :
Requirement
Qualifications :
Last updated : 2024-05-19
Full Time
$90k-132k (estimate)
05/20/2024
08/19/2024
The job skills required for Insurance advisor include Insurance Sales, Customer Service, Insurance Products, Communication Skills, Underwriting, 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.
The following is the career advancement route for Insurance advisor positions, which can be used as a reference in future career path planning. As an Insurance advisor, 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 advisor. You can explore the career advancement for an Insurance advisor below and select your interested title to get hiring information.
If you are interested in becoming an Insurance Advisor, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become an Insurance Advisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Insurance Advisor job description and responsibilities
Insurance advisor should stay up to date with the latest products and benefits and inform clients of these offerings.
04/25/2022: Lompoc, CA
Insurance advisors complete a financial needs analysis with clients, which includes assets and liabilities, tax status, existing insurance and risk analysis.
05/07/2022: Twin Falls, ID
Insurance Advisor should offer specialized guidance and advice on areas of concern and empower people to live better lives.
05/05/2022: Knoxville, TN
The advisor needs to have a thorough understanding of the various degree programs and the necessary classes for those programs.
03/31/2022: Kansas City, MO
Financial advisors need client relationship skills to attract new clients and retain the clients they already have.
02/21/2022: Orlando, FL
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.
02/22/2022: Colorado Springs, CO
Provide High-Quality Customer Service.
02/22/2022: Fresno, CA
Read the Offer Document Carefully.
05/09/2022: Utica, NY
Complete requirements for licensure.
03/26/2022: Anaheim, CA
Understand the General Requirements.
03/16/2022: Green Bay, WI
Step 3: View the best colleges and universities for Insurance Advisor.