Financial consultant providing advisory services for clients' financial needs. Engaging with existing clients to support their financial decisions through online consultations.
PA
Hybrid Sales Agent, Insurance
Posted 3 months ago
About the role
- Insurance Agent in Nashville, TN assessing clients' insurance needs and processing applications. Conducting interviews and maintaining client records while adhering to industry guidelines.
Responsibilities
- Conduct client interviews to gather personal, financial, and medical information for insurance applications.
- Explain insurance products, coverage options, and policy terms clearly and accurately.
- Assess potential risks and identify factors that may influence underwriting decisions.
- Complete and submit applications in compliance with company policies and industry regulations.
- Act as a liaison between clients and the underwriting department to resolve questions or obtain additional information.
- Maintain accurate and confidential client records.
- Stay informed about industry trends, underwriting guidelines, and product updates.
Requirements
- High school diploma or equivalent; bachelor’s degree preferred.
- Prior experience in insurance sales, underwriting, or financial services is highly desirable.
- State insurance license (Life/Health) or ability to obtain one.
- Strong communication, presentation, and interpersonal skills.
- Detail-oriented with excellent organizational abilities.
- Proficient in using CRM software and digital applications for client management.
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Property Casualty Insurance Service Representative managing policy processing, claims, and clerical underwriting functions. Engaging with brokers and clients while working remotely with occasional office visits.
Insurance Service Specialist assisting Auto Club's insurance agents and members with insurance services. Responsibilities include servicing policies, processing payments, and maintaining member information.
Corporate Insurance Specialist overseeing global insurance coverage and captive duties at State Street Corporation. Responsible for compliance, vendor relationships, and insurance claims management.
Insurance Analyst in São Paulo for MDS managing policy analysis and customer support. Involves renewal processes, client interaction, and ensuring adherence to regulations.
Consultant in Insurance Transformation at Wavestone involved in personal development and consulting skills training. Working with the latest technologies in the insurance industry on various projects.
Senior Consultant Insurance leading projects at insurance companies for Wavestone. Leveraging insurance expertise for digital transformation and strategy development.
Group Manager leading a team of insurance advisors at TD Insurance. Overseeing operations, coaching staff, and ensuring service delivery in the Private Client Advice sector.
Insurance advisor managing established customer base and acquiring new client relationships at Aktiv Assekuranz Makler GmbH. Providing insurance concepts and solutions in a growing business area.
Senior Insurance Specialist managing insurance product reporting and compliance at BMW Group Canada. Leading data integration and analysis to support executive decision - making and enhance performance.