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Become An Insurance Adviser

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Working As An Insurance Adviser

  • Selling or Influencing Others
  • Communicating with Persons Outside Organization
  • Performing for or Working Directly with the Public
  • Establishing and Maintaining Interpersonal Relationships
  • Getting Information
  • Deal with People

  • Mostly Sitting

  • Make Decisions

  • $91,404

    Average Salary

What Does An Insurance Adviser Do At Ewing Auto Group

* Develops base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.
* Approaches potential clients by utilizing sales processes and other tools available to them.
* Determines clients' particular needs and financial situations by scheduling fact-finding appointments; determining extent of present coverage and investments; ascertaining long-term goals.
* Develops a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
* Obtains underwriting approval by completing application for coverage.
* Completes coverage by delivering policy; planning future follow-up visits and evaluations of needs.
* Provides continuing service by providing direct deposit forms; processing changes in beneficiary and policy loan applications.
* Provides death benefits by delivering policy proceeds; reassessing client needs.
* Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
* Enhances insurance agency reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments

What Does An Insurance Adviser Do At Gallagher

* Develops and acquires new business revenue through sales to new and existing clients with emphasis on small to mid-size companies with high revenue.
* Provides service to clients according to their needs, retaining them as clients.
* Participates in team sales situations with other producers and support personnel.
* May manage overall client relationships and is supported by day-to-day account management.
* Assists, educates and develops other staff members in new client sales situations and existing client service requirements.
* Applies industry technologies to new sales, additional sales to existing clients and account service.
* Provides direction in account transfer situations.
* Prepares and implements an individual business plan and production budget.
* Develops and maintains interdivision/intercompany relationships consistent with our corporate culture.
* Additional Considerations

What Does An Insurance Adviser Do At Liberty Mutual

* Primary responsibility is to provide channel agnostic support for the field sales channel to focus on the customer’s needs while appropriately rewarding the channel/representative assigned to the customer.
* Uses knowledge and selling techniques to build value in the product tailored to the customer, overcome objections & solve prospect or policyholder problems to convert leads into sales.
* Advises prospects and policyholders on coverage, coverage limits and regulations.
* Develops quotes and submits applications based on acquired risk information and customer requirements.
* Cross sells for additional lines of insurance.
* Quotes and sells all Property & Casualty lines of insurance; including complex lines other agents are unable to support.
* Strong understanding of all Personal Insurance departments and operations.
* Point-of-reference for technical/procedural information for Sales and Service personnel.
* Acts as a liaison between company departments to resolve customer inquiries and complaints.
* Responsible for satisfying ongoing continuing education (C
* E.) requirements in order to maintain necessary P&C license.
* Ability to perform in varying work environments serving various roles.
* Unlicensed Professional Training Class Start Date: April 2, 2018
* Licensed Professional Training Start Date: April 13, 2018
* The paid training is Monday
* Friday between 9:00 am
* pm for 8 to 10 weeks.
* After training is completed, shifts will fall between 8:00 am
* pm.
* One weekend day (Saturday or Sunday) will be required every other week with an alternate day off mid-week.
* Must be willing to work a flexible schedule which may include evenings and weekends

What Does An Insurance Adviser Do At University of Rochester

* Responsible for managing health insurance enrollment for students, spouses/partners, dependent children and visiting Scholars.
* Maintain data on ISIS, PyraMed and with the UR Student Health Insurance Plan (SHIP) (Aetna) third party administrator.
* Coordinate the annual University-wide insurance waiver/enrollment process.
* Respond to students, parents and other University office inquiries.
* Advise students regarding health insurance selection and utilization.
* Assist students with referrals, claim denials, prior authorizations and other billing concerns as needed.
* Manage billing and collections for the student health program.
* Manage the importing and exporting of secured file transfers between UHS and Aetna Student Health (ASH).
* This position requires a high level of customer service, data accountability, use of independent judgment, coverage decision authority, continuous learning, and knowledge of the unique requirements of the university eligible student community and the practices and programs of its six independent schools.
* Responsibilities:
* Under general direction and with some latitude for independent judgment:
* Represent the UR SHIP (Aetna) and serve as the primary Student Insurance Advisor to students, parents, and other members of the University community regarding eligibility guidelines and plan coverage for the University sponsored student health plan.
* Serve as student advocate for insurance, billing, referrals, health fees, & navigating the health care system.
* Mentor others in using resources such as websites and insurance member services.
* Assist students with online enroll/waive process through the Aetna Student Health enrollment site.
* Coordinate the University's annual open enrollment/hard waiver insurance selection period activities.
* Monitor on-line system processes.
* Problem-solve student selection problems.
* Provide advanced eligibility knowledge to the UR SHIP (Aetna) third party administrator team.
* Coordinate insurance enrollment due to qualifying life events or early termination requests.
* Assess eligibility, manage applications, collect fees and transfer enrollment information to the UR plan vendor.
* Assist and make suggestions for updating yearly enroll/waiver forms.
* Organize & manage insurance enrollment & disenrollment applications for students, dependents, visiting scholars.
* Prepare payments for premiums paid to insurance carrier.
* Register new subscribers on UHS departmental medical e-record, PryaMed.
* Manage enrollment entry and electronic transmission of secure update files.
* Manage Spouse/Dependent health & insurance fee billing
* Retrieve periodic Spouse/Dependent Enrollment file from Aetna's website using secure file transfer.
* Verify and analyze using three different database sources (PyraMED, ISIS, and Aetna's website).
* Verify the primary subscriber is registered appropriately to enroll in UR SHIP (Aetna) and has been billed for the insurance for the semester/quarter (ISIS).
* Verify on Aetna's website that the student and dependent(s) are enrolled in UR SHIP (Aetna).
* Register the spouse to PyraMED if not a current patient.
* Bill for dependent health & insurance fee in PyraMED following billing guidelines.
* Set up alerts in P5 to bill spouse/dependents/voluntary enrollees
* Manage UR SHIP (Aetna) referral processes.
* Add referrals to PyraMED as requested by UHS provider s to facilitate communication within UHS and to Aetna Student Health Support tracking of specialist reports regarding care provided to UHS patients.
* Run report on PyraMED to extract the referrals made.
* Analyze the report for accuracy, including appropriate formatting of data and presence of data in all required fields.
* Correct deficiencies.
* Transfer the referral file to the ASH using secure (sftp) web site.
* Check the ASH secure web site for a report of rejected referrals.
* If found, retrieve from the site.
* Analyze the cause of rejected referrals and resolve the problem.
* Edit a copy of the data set that was submitted to remove all except those that need to be resubmitted.
* Field phone calls regarding backdated referrals for students/spouses for claim denials.
* Interact with university colleges and departments on student's status or change in status & adjust status records on a continuing basis.
* Work closely with the Bursar & Registrar offices regarding health fees, bills and student status.
* Receive change of status forms by updating P5, ISIS, and ASH files.
* Audit UHS charges to be billed on the student's University account.
* Analyze list of items to be billed to student university accounts to verify that all charges are appropriate from data extracted from PyraMED by UHS analyst/programmers.
* This includes checking that all items were billed to the student's health insurance if appropriate, and assuring that the student is only billed for items not otherwise covered.
* Verify that charges for the mandatory health fee and insurance are the correct dollar amounts based on the type of student and term of registration.
* Manage internal billing for UHS Physical Therapy student services including pre-certification, insurance contact review, billing & collections with the following essential responsibilities: Monitor scheduled UHS PT appointments and maintain organized lists with status of pre-certification process.
* Verify insurance eligibility and benefits via phone and or carrier web site.
* Update insurance plan information in PyraMed.
* Check insurance carrier payment policy for scheduled treatments and obtain prior authorization when required.
* Verify receipt of all necessary pre-authorization documents prior to services.
* Ensure communication is clear, concise and understood by the student and UHS servicing provider when supplying written payment agreements for patient balance due responsibilities and pre-certification form completion requirements.
* Document pre-certification process & carrier quotes in PyraMed 5 for continuing reference.
* Notify patients with past due accounts and serve as resource for UHS PT billing to UHS reception & check out positions.
* Ensure insurance pre-certifications for MRI, CT and other specialist medical procedures requiring pre-certification are timely & accurate for student patients.
* Maintain delegated pre-certification third party vendors lists & contacts for known insurance carriers requiring prior approval.
* Prepare required information before service provider contact to avoid delays or denials, such as required CPT codes & reviewed encounter provider notes for anticipated questions regarding medically necessity.
* Notify provider of approval request determination immediately by email or via P5 task.
* Handle special projects from leadership as assigned, including those required by new regulations and the Affordable Care Act.
* Other duties as assigned

What Does An Insurance Adviser Do At Liberty Mutual

* The Insurance Sales Advisor receives incoming calls from potential Liberty Mutual Insurance customers requesting quotes for auto, home, and other personal lines of insurance.
* These calls are generated by mail campaigns driving warm leads to our call center.
* Our distinguished training team will prepare you to be successful with your sales career and grow within our "Promote from Within Culture."
* Utilize a consultative sales approach to sell insurance policies to prospective policy holders by providing rate quotes and coverage information that helps them live safer, more secure lives.
* Counsel prospects and policyholders on coverage, limits, and regulations.
* Develop quotes based upon risk information.
* Close inbound sales from leads for auto and homeowners insurance generated from mail campaigns.
* Evaluate risks utilizing underwriting rules and guidelines in order to bind coverage.
* Upcoming training classes:
* Unlicensed Professional Training Class Start Date: February 19th, 2018
* Licensed Professional Training Class Start Date: March 2nd, 2018
* The paid training is Monday – Friday between 9:00 am – 5:30 pm for 6 to 8 weeks.
* After training is completed, shifts will fall between 10:00 am
* pm.
* One weekend day (Saturday or Sunday) will be required with an alternate day off mid-week.
* Must be willing to work a flexible schedule which may include nights and weekends.
* Recruiter Contact:Jessica
* Crabtree@libertymutual.com

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How To Become An Insurance Adviser

Although most employers require agents to have a high school diploma, many agents have a bachelor’s degree. Agents must be licensed in the states where they work.


A high school diploma is the typical requirement for insurance sales agents, although a bachelor’s degree can improve one’s job prospects. Public-speaking classes can be useful in improving sales techniques, and often agents will have taken courses in business, finance, or economics. Business knowledge is also helpful for sales agents hoping to advance to a managerial position.


Insurance sales agents learn many of their job duties on the job from other agents. Many employers have new agents shadow an experienced agent. This practice allows the new agent to learn how to conduct the company’s business and to understand how the agency interacts with clients.

Employers also are increasingly placing greater emphasis on continuing professional education as the variety of financial products sold by insurance sales agents grows. Changes in tax laws, government benefits programs, and other state and federal regulations can affect the insurance needs of clients and the way in which agents conduct business. Agents can enhance their selling skills and broaden their knowledge of insurance and other financial services by taking courses at colleges and universities or by attending conferences and seminars sponsored by insurance organizations.

Licenses, Certifications, and Registrations

Insurance sales agents must have a license in the states where they work. Separate licenses are required for agents to sell life and health insurance and property and casualty insurance. In most states, licenses are issued only to applicants who complete specified courses and who pass state exams covering insurance fundamentals and state insurance laws. Most state licensing authorities also require agents to take continuing education courses focusing on insurance laws, consumer protection, ethics, and the technical details of various insurance policies.

As the demand for financial-planning services increases, many agents also choose to get licensed and certified to sell securities and other financial products. Licensing and certification requires substantial study time to pass an additional exam—either the Series 6 or Series 7 licensing exam, both of which are administered by the Financial Industry Regulatory Authority (FINRA). The Series 6 exam is for agents who want to sell only mutual funds and variable annuities. The Series 7 exam is the main FINRA series license, which qualifies agents as general securities sales representatives.

A number of organizations offer certifications that show an agent’s expertise in insurance specialties. These certifications are not required for employment, but they can give job candidates an advantage over other applicants. Certifications also can be a source of continuing education credit. For details on specific designations, contact The Institutes and The American College of Financial Services.

Important Qualities

Analytical skills. Insurance sales agents must evaluate the characteristics of each client to determine the appropriate insurance policy.

Communication skills. Insurance sales agents must be able to communicate effectively with customers by listening to their requests and suggesting suitable policies.

Initiative. Insurance sales agents need to actively seek out new customers to maintain a flow of commissions.

Self-confidence. Insurance sales agents should be confident when making “cold” calls (calls to prospective customers who have not been contacted before). They must speak clearly and persuasively and maintain their composure if rejected.

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Insurance Adviser jobs

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Insurance Adviser Demographics


  • Male

  • Female

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • Hindi

  • Gujarati

  • Portuguese

  • Chinese

  • German

  • Cantonese

  • French

  • Carrier

  • Mandarin

  • Italian

  • Bengali

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Insurance Adviser Education

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Top Skills for An Insurance Adviser


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Top Insurance Adviser Skills

  1. Financial Services
  2. Customer Service
  3. Health Insurance Products
You can check out examples of real life uses of top skills on resumes here:
  • Cultivated relationships within the book of business to create more sales opportunities for financial services and advanced legacy planning.
  • Provided excellent customer service and personalized solutions to clientele.
  • Market, consult and sell life and health insurance products and financial solutions to individuals and small businesses.
  • Complete 3-5 new business life insurance applications daily.
  • Assisted seniors with Medicare enrollments during open enrollment selling numerous Medicare Advantage and Pharmacy Plans.

Top Insurance Adviser Employers

Insurance Adviser Videos

CGU | See it Through | Meet Max's Insurance Adviser

'How to Use Video' for Professionals. Accountant, Financial Planner, Lawyer, Insurance Adviser

General Insurance Adviser Course RG146