Insurance coverage Advisor

The Insurance Coverage Advisor is responsible for providing expert advice and guidance to clients regarding their insurance coverage needs.

This role involves assessing clients' risks, recommending appropriate insurance products, and ensuring clients have adequate coverage to protect their assets and mitigate potential losses.

The coverage advisor will serve as a trusted advisor to clients, providing ongoing support, education, and assistance throughout the insurance process.

Benefits

Annual Base Salary + Commission + Bonus Opportunities

Paid Time Off (PTO)

Life Insurance

Career Growth Opportunities

Flexible Schedule

Disability Insurance

Parental Leave

Retirement Plan

Evenings Off

Hands on Training

Health Insurance

Dental Insurance

Tuition Reimbursement

Mon-Fri Schedule

Vision Insurance

Responsibilities

Key Responsibilities :

Client Consultation and Needs Assessment :

Conduct comprehensive consultations with clients to understand their insurance needs, risk profiles, and financial objectives.

Analyze clients' current insurance coverage, identify gaps or deficiencies, and recommend appropriate solutions.

Insurance Coverage Analysis :

Review and evaluate clients' existing insurance policies, including property and casualty insurance, liability insurance, and other relevant coverages.

Identify potential risks and exposures, and recommend suitable coverage options and limits to adequately protect clients' assets and interests.

Coverage Recommendation and Customization :

Provide expert advice and guidance to clients on insurance products, coverage options, deductibles, and policy terms.

Customize insurance solutions to meet clients' specific needs, preferences, and budgetary considerations.

Policy Implementation and Management :

Assist clients with the implementation of recommended insurance coverage, including policy issuance, endorsements, and renewals.

Monitor policy changes, updates, and renewal dates to ensure clients maintain appropriate coverage levels over time.

Client Education and Communication :

Educate clients about insurance concepts, terminology, policy features, and coverage limitations in clear and understandable language.

Communicate proactively with clients to provide updates, reminders, and recommendations related to their insurance coverage.

Claims Assistance and Advocacy :

Provide guidance and support to clients throughout the claims process, assisting with claim submissions, documentation, and negotiations.

Advocate on behalf of clients with insurance carriers to ensure prompt and fair resolution of claims.

Requirement

• Excellent communication, interpersonal, and customer service skills.
• Strong analytical and problem-solving abilities.
• Client-focused with a commitment to delivering personalized solutions and exceeding client expectations.
25 days ago