Insurance adviser job description
Updated March 14, 2024
8 min read
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Example insurance adviser requirements on a job description
Insurance adviser requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance adviser job postings.
Sample insurance adviser requirements
- Bachelor's degree in Insurance, Finance, Economics or related field.
- Prior experience in insurance sales.
- Knowledge of local and state insurance laws.
- Ability to obtain and maintain insurance licenses.
- Proficiency with computer software and technology.
Sample required insurance adviser soft skills
- Strong customer service focus.
- Excellent oral and written communication skills.
- Ability to work independently or in a team environment.
- Attention to detail and accuracy.
- Organizational and problem-solving skills.
Insurance adviser job description example 1
Farmers Insurance insurance adviser job description
Farmers Agency Owner is looking for a talented caring individual to join the agency team to play an important role in the daily operation of the agency. In partnership with the agency owner, you will set strategy and initiate best practices for customer contact and use your skills to monitor and measure the overall effectiveness of the agency and customer satisfaction with the goal of strengthening and enhancing customer relationships.
Benefits
Base Salary plus Commissions Bonus Opportunities Paid Time Off (PTO) Weekends Off Holidays Off Career Development & Growth
Responsibilities
Must speak Spanish fluently and be able to reply to bilingual correspondence and emails in Spanish. Work daily alerts received at agency Respond to and coordinate service emails Schedule Farmers Friendly Reviews of existing customer policies and their needs Resolve in office claim issues Cross-Sell to current agency clients Generate Leads Contact leads provided by Agency Quote 20-25 new business quotes per week Sell Policies Make 30 daily outbound follow up calls
Requirements
Customer service experience of one year or greater Ability to Cross-Sell current customers auto, home, life and business products Must have General Lines Property and Casualty license within 14 days of hire Obtain General Lines Life, Accident, Health License within 60 days of hire in order to quote and sell life insurance to new and existing customers Develop leads, schedule appointments, identify customer needs, and market appropriate products and services Establish client relationships and follow up with customers, as needed Provide prompt, accurate, and friendly service including responding to inquiries of insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each day
Benefits
Base Salary plus Commissions Bonus Opportunities Paid Time Off (PTO) Weekends Off Holidays Off Career Development & Growth
Responsibilities
Must speak Spanish fluently and be able to reply to bilingual correspondence and emails in Spanish. Work daily alerts received at agency Respond to and coordinate service emails Schedule Farmers Friendly Reviews of existing customer policies and their needs Resolve in office claim issues Cross-Sell to current agency clients Generate Leads Contact leads provided by Agency Quote 20-25 new business quotes per week Sell Policies Make 30 daily outbound follow up calls
Requirements
Customer service experience of one year or greater Ability to Cross-Sell current customers auto, home, life and business products Must have General Lines Property and Casualty license within 14 days of hire Obtain General Lines Life, Accident, Health License within 60 days of hire in order to quote and sell life insurance to new and existing customers Develop leads, schedule appointments, identify customer needs, and market appropriate products and services Establish client relationships and follow up with customers, as needed Provide prompt, accurate, and friendly service including responding to inquiries of insurance availability, eligibility, coverages, policy changes, transfers, claim submissions, and billing clarification Use a customer-focused, needs-based review process to educate customers about insurance options Maintain a strong work ethic with a total commitment to success each day
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Insurance adviser job description example 2
Amplify insurance adviser job description
Amplify helps people build wealth through life insurance. We are the first direct-to-consumer platform that offers life insurance investment products where customers can invest tax-free through their life insurance and access it for anything they wish. We are trailblazing the life insurance industry, helping families protect what matters most to them.
At Amplify, our mission is to add value into our customer’s lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and that’s why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities.
As a Life Insurance Advisor, you will assist our clients with a customized protection plan to fit their personal and family needs. Our platform offers the most comprehensive set of both term and permanent life insurance policies. We help protect customer's life, family, health, and retirement by helping them customize their policy, maximize their benefits, and find the best rates. We are offering a new and exciting model that bridges financial services and technology, full time positions, remote work opportunity, and volume-based commissions for helping clients and generous performance-based bonuses. Compensation is base salary + commission & bonuses.
Job Responsibilities
Call qualified Amplify leads Assist clients with finding and customizing life insurance plans Work with case managers to help underwrite client cases Educate clients on basics of life insurance, especially permanent life insurance, and suitability Help clients submit life insurance applications Scheduling Requirements - Daily calls with case managers and team leads; Occasional and optional weekend calls with clients Inbound and qualified leads provided by Amplify
Requirements
Must have a current and active Life Insurance License VUL license preferred but not required IUL experience strongly preferred Must have actively used Life Insurance License for minimum of 1 year Bachelor's degree Basic finance knowledge Previous sales or education experience
About Us
Founded in 2019 by life insurance industry veterans, Amplify has been changing the way we approach life insurance to build wealth ever since. Previously, life insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert life insurance agents, Amplify is providing access to everyone.
Emerging from the manual and agent-driven traditional industry, Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent life insurance industry with a vision to launch a life insurance product that bridges health and financial wealth.
Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.
At Amplify, our mission is to add value into our customer’s lives while they are still alive and well. That goal starts with building a strong and collaborative Amplify team. We strive to cultivate an environment that takes care of people, so those people can take better care of our customers. We want our team members to be here for the long haul and that’s why our job is to ensure a culture of transparency, inclusiveness, support, ownership, growth and learning opportunities.
As a Life Insurance Advisor, you will assist our clients with a customized protection plan to fit their personal and family needs. Our platform offers the most comprehensive set of both term and permanent life insurance policies. We help protect customer's life, family, health, and retirement by helping them customize their policy, maximize their benefits, and find the best rates. We are offering a new and exciting model that bridges financial services and technology, full time positions, remote work opportunity, and volume-based commissions for helping clients and generous performance-based bonuses. Compensation is base salary + commission & bonuses.
Job Responsibilities
Call qualified Amplify leads Assist clients with finding and customizing life insurance plans Work with case managers to help underwrite client cases Educate clients on basics of life insurance, especially permanent life insurance, and suitability Help clients submit life insurance applications Scheduling Requirements - Daily calls with case managers and team leads; Occasional and optional weekend calls with clients Inbound and qualified leads provided by Amplify
Requirements
Must have a current and active Life Insurance License VUL license preferred but not required IUL experience strongly preferred Must have actively used Life Insurance License for minimum of 1 year Bachelor's degree Basic finance knowledge Previous sales or education experience
About Us
Founded in 2019 by life insurance industry veterans, Amplify has been changing the way we approach life insurance to build wealth ever since. Previously, life insurance policies were used by the wealthiest 1%. Now, with our innovative software and expert life insurance agents, Amplify is providing access to everyone.
Emerging from the manual and agent-driven traditional industry, Amplify offers an intelligent customer journey with frictionless policy customization, pre-underwriting, and in-force policy management in a streamlined digital customer journey. Amplify is the first digital platform tackling the $70B permanent life insurance industry with a vision to launch a life insurance product that bridges health and financial wealth.
Amplify is an equal opportunity employer. We value a diverse workforce and an inclusive culture. Amplify encourages applications from all qualified individuals without regard to race, color, religion, gender, sexual orientation, age, national origin, marital status, citizenship, disability, or veteran status.
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Insurance adviser job description example 3
Sutherland insurance adviser job description
Job DescriptionJob Description
Sutherland is seeking enthusiastic and people-oriented professionals to join our dynamic team as Customer Support Consultants. We are a group of driven and hard-working individuals. If you are looking to build a fulfilling career and are confident you have the skills and experience to help us succeed, we want to work with you! Consultants in this role get to: Strengthen relationships: Support for general billing inquiries. Access customer records and verify customer account information. Identify potential customer needs and recommend solutions. Place follow-up calls to customers to ensure their needs are met in an efficient manner. Develop problem solving abilities: Access customer databases, knowledge resources and technical applications to determine root causes and resolutions. Teamwork: Interact with client departments (test desk, field service, dispatch) regarding escalations. Schedule a technician visit when needed. Improve technical skills: Attend job-related train Qualifications
Our most successful candidates will have: - High School diploma or equivalent - Basic PC keyboarding skills Microsoft Office experience (Outlook, Word, Excel) - Direct client contacts technical support experience - Excellent verbal and written communication skills - Strong problem-diagnosis and problem-solving skills - Multi-tasking skills, showcased using several applications - Experience working with CRM applications (preferred) - Ability to be goals oriented - Strong communication skills and ability to express ideas clearly - To work from home you must: 2.0 Ghz Dual Core or better processor,2 GB RAM (some employment opportunities require a minimum of 4 GB RAM),10 GB available hard drive space,Sound card,Windows 7, including Windows 8 and 8.1, Internet speeds of 1 Mbps upload and 15 Mbps download, Dual ear (designed to minimize audio interference from outside sources). Noise cancelling microphone
Additional Information
Sutherland is seeking enthusiastic and people-oriented professionals to join our dynamic team as Customer Support Consultants. We are a group of driven and hard-working individuals. If you are looking to build a fulfilling career and are confident you have the skills and experience to help us succeed, we want to work with you! Consultants in this role get to: Strengthen relationships: Support for general billing inquiries. Access customer records and verify customer account information. Identify potential customer needs and recommend solutions. Place follow-up calls to customers to ensure their needs are met in an efficient manner. Develop problem solving abilities: Access customer databases, knowledge resources and technical applications to determine root causes and resolutions. Teamwork: Interact with client departments (test desk, field service, dispatch) regarding escalations. Schedule a technician visit when needed. Improve technical skills: Attend job-related train Qualifications
Our most successful candidates will have: - High School diploma or equivalent - Basic PC keyboarding skills Microsoft Office experience (Outlook, Word, Excel) - Direct client contacts technical support experience - Excellent verbal and written communication skills - Strong problem-diagnosis and problem-solving skills - Multi-tasking skills, showcased using several applications - Experience working with CRM applications (preferred) - Ability to be goals oriented - Strong communication skills and ability to express ideas clearly - To work from home you must: 2.0 Ghz Dual Core or better processor,2 GB RAM (some employment opportunities require a minimum of 4 GB RAM),10 GB available hard drive space,Sound card,Windows 7, including Windows 8 and 8.1, Internet speeds of 1 Mbps upload and 15 Mbps download, Dual ear (designed to minimize audio interference from outside sources). Noise cancelling microphone
Additional Information
EEOC and Veteran Documentation
During employment, employees are treated without regard to race, color, religion, sex, national origin, age, marital or veteran status, medical condition or handicap, or any other legally protected status.
At times, government agencies require periodic reports from employers on the sex, ethnicity, handicap, veteran and other protected status of employees. The purpose of this Administrative EEO Record is for statistical analysis only and is used to comply with government record keeping, reporting, and other legal requirements. Periodic reports are made to the government on the following information. The completion of the Administrative EEO record is optional. If you choose to volunteer the requested information, please note that all
Administrative EEO Records are kept in a Confidential File and are not part of your Application for Employment or Personnel file.
Please note: YOUR COOPERATION IS VOLUNTARY. INCLUSION OR EXCLUSION OF ANY DATA WILL NOT AFFECT ANY EMPLOYMENT DECISION.
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Updated March 14, 2024
Updated March 14, 2024