Family Risk AdvisorCha & Associates, Inc. • Madison, WI, US
Family Risk Advisor
Cha & Associates, Inc. • Madison, WI, US
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionInbound and Outbound calls. Generating and presenting Insurance quotes. Providing excellent customer service. Adhering to all company policies. Individual Sales Production. Sales and Service Activities. Establishing a Center of Influence and Referral Partners. Understanding Insurance Policies. Customer Service. Critical Thinking. Decision Making. Analytical. Soft Skills. Currently hold a valid Property, Casualty, and Life Insurance License. Minimum of one year sales experience. Telephone and in-person communication skills. Sufficient understanding of Microsoft Office suites. Pass a background and credit check inquiry.
Benefits
- 401(k) matching
- Bonus based on performance
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Paid time off
- Parental leave
- Vision insurance
Overview
As a Family Risk Advisor, your primary objective is uncovering and understanding your client's entire insurance needs. You will be responsible for making sure the appropriate recommendations are made and discussed. You will have access to the American Family Insurance Suite Products along with our Brokerage Partners.
You will have the opportunity to serve both existing and new customers. One of your core objectives is to support the agency goals through organic customer acquisition.
Responsibilities
Accountability
Skills
Requirements
This position is an Agency Team Member working for the Agency Owner and is not an employee of American Family Insurance.
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Risk Advisor • Madison, WI, US
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