Job ID 18504
Career Level Executive
Experience 1 Year
Qualifications Degree Bachelor
We are seeking a knowledgeable and experienced Insurance Consultant to join our team. As an Insurance Consultant, you will be responsible for providing expert advice to clients on their insurance needs and helping them make informed decisions to protect their assets and manage risk effectively. You will assess clients’ insurance requirements, recommend appropriate policies, and provide ongoing support to ensure their insurance needs are met.
- Client Consultation:
- Meet with clients to understand their insurance needs and risk exposure.
- Analyze clients’ financial situations, goals, and assets to recommend suitable insurance coverage.
- Policy Analysis and Recommendations:
- Evaluate various insurance policies from multiple providers.
- Provide clients with tailored insurance recommendations and coverage options.
- Explain policy details, terms, and conditions to clients, ensuring they understand their coverage.
- Quoting and Policy Placement:
- Obtain insurance quotes from different carriers.
- Assist clients in selecting the best policies based on their needs.
- Facilitate the application and underwriting process, submitting required documents to insurance companies.
- Claims Assistance:
- Assist clients in the event of a claim by helping them navigate the claims process.
- Advocate on behalf of clients to ensure fair and timely claims settlements.
- Policy Reviews and Updates:
- Periodically review clients’ insurance coverage to ensure it remains suitable and cost-effective.
- Update policies as needed to accommodate changes in clients’ circumstances.
- Compliance and Documentation:
- Ensure compliance with all insurance regulations and company policies.
- Maintain accurate and organized client records and documentation.
- Market Research:
- Stay informed about industry trends, new insurance products, and changes in regulations.
- Provide clients with updates on relevant changes in the insurance market.
- Bachelor’s degree in Business, Finance, or a related field (preferred).
- Proven experience as an Insurance Consultant or a similar role.