Insurance consultant job description
Updated March 14, 2024
8 min read
Find better candidates in less time
Post a job on Zippia and take the best from over 7 million monthly job seekers.
Example insurance consultant requirements on a job description
Insurance consultant requirements can be divided into technical requirements and required soft skills. The lists below show the most common requirements included in insurance consultant job postings.
Sample insurance consultant requirements
- Bachelor's Degree in finance or related field
- Licensed to sell life and health insurance products
- Minimum 3-5 years of experience in insurance sales
- Familiarity with insurance policies and regulations
- Expertise in risk management
Sample required insurance consultant soft skills
- Excellent communication and interpersonal skills
- Strong customer service orientation
- Ability to handle customer inquiries and complaints
- Strong organizational and problem-solving skills
- Ability to work independently and as part of a team
Insurance consultant job description example 1
Equifax insurance consultant job description
The Unemployment Insurance Consultant contacts clients to review unemployment cases, documenting conversations. Screen unemployment documents and write detailed letters to the unemployment state agency. Analyze and review unemployment laws as needed for each case. Load and handle incoming emails. This role is not remote.
What you'll do
Provide excellent customer service by establishing a rapport with clients and the state agencies.Receive and prioritize claims, questionnaires, determinations and other unemployment related data.Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response.Using the details regarding an employee's separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents.Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures.Initiate timely telephone calls, faxes or emails to the customer to obtain, document or pass along needed information.
What experience you need
Associate's degree (A.A.) or equivalent from two-year college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience. 1 year office experience
What could set you apart
Previous experience or familiarity with Unemployment Insurance and the Unemployment Claims process Previous office experience with an emphasis on customer service, organization of work duties and performing job functions independently Proficiency with Google or Microsoft Office PC applications including Word, Excel, and Outlook
We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.
If this sounds like somewhere you want to work, don't delay, apply today - we're looking for you!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Primary Location:
USA-OH-Columbus-Mill Run Drive
Function:
Function - Fulfillment / Operations
Schedule:
Full time
What you'll do
Provide excellent customer service by establishing a rapport with clients and the state agencies.Receive and prioritize claims, questionnaires, determinations and other unemployment related data.Analyze individual case information by reviewing data accessed through the PC, from the investigative telephone calls or document images, to determine if the facts warrant a response.Using the details regarding an employee's separation provided by the client, interpret and apply state laws and regulations in response to unemployment documents.Respond to a customer or state agency with all pertinent details within the time frame allowed by the state or departmental procedures.Initiate timely telephone calls, faxes or emails to the customer to obtain, document or pass along needed information.
What experience you need
Associate's degree (A.A.) or equivalent from two-year college or technical school; or two years customer service related experience and/or training; or equivalent combination of education and experience. 1 year office experience
What could set you apart
Previous experience or familiarity with Unemployment Insurance and the Unemployment Claims process Previous office experience with an emphasis on customer service, organization of work duties and performing job functions independently Proficiency with Google or Microsoft Office PC applications including Word, Excel, and Outlook
We offer comprehensive compensation and healthcare packages, 401k matching, paid time off, and organizational growth potential through our online learning platform with guided career tracks.
If this sounds like somewhere you want to work, don't delay, apply today - we're looking for you!
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Primary Location:
USA-OH-Columbus-Mill Run Drive
Function:
Function - Fulfillment / Operations
Schedule:
Full time
Post a job for free, promote it for a fee
Insurance consultant job description example 2
TransUnion insurance consultant job description
TransUnion's Job Applicant Privacy Notice
What We'll Bring:
At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development while having access to help along the way. We encourage everyone to pursue their passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, we offer the opportunity to learn new things and be a leader every day.
The mission of the Insurance Strategy and Planning Team is to better position our Vertical to achieve our strategic goals and facilitate strong revenue growth. Said another way, we aim to better define our strategic priorities in order to generate the most value from every dollar we invest.
Come be a part of our team - you'll work with great people, pioneering products, and cutting-edge technology.
What You'll Bring:
A minimum of 3 years of insurance industry experience, preferably within personal lines Knowledge of and familiarity with the consumer shopping experience for insurance Knowledge of the insurance policy lifecycle and carrier objectives throughout Superior written and verbal communication skills Outstanding interpersonal skills to positively influence outcomes and ability to work across functions and levels of seniority; ability to create impactful relationships Team player that thrives on cross-functional collaborations Highly organized, excellent project management abilities
We'd Love to See:
Experience with creating and managing project plans and cross-functional teams Creation and delivery of presentations, particularly to executive audiences Creation of external facing (client) materials and /or communications Solid understanding of challenges and opportunities our insurance customers are facing
Impact You'll Make:
The Insurance Strategy and Planning Consultant reports directly to the Insurance Strategy and Planning Senior Director and drives the development of our personal lines insurance thought leadership deliverables. Success requires understanding the vision and strategy set by management, creating and executing a thought leadership plan for our Personal Lines business, and capitalizing on thought leadership output to strengthen brand, fuel pipeline, grow revenue, and improve associate engagement. The team values an entrepreneurial spirit, a proactive intellectual curiosity, the flexibility to move between projects that fluctuate in priority, a thirst for learning and an ability to think outside the box.
Drive the delivery of our annual Insurance Summit conference Manage the Personal Lines Advisory Board, including content development, membership, and internal feedback loops and action plans Develop distribution plans for TransUnion point of view which include TU events, third party industry events, and potentially new future channels Analyze and recommend how to improve the impact of TransUnion thought leadership content on our brand and market share within the personal lines insurance industry Contribute to the broader thought leadership program for the Insurance Vertical and facilitate associate participation in it
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.
TransUnion's Internal Job Title:
Consultant, Strategic Planning
What We'll Bring:
At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development while having access to help along the way. We encourage everyone to pursue their passions and take ownership of their careers. With the support of colleagues and mentors, our associates are given the tools needed to get where they want to go. Regardless of job titles, we offer the opportunity to learn new things and be a leader every day.
The mission of the Insurance Strategy and Planning Team is to better position our Vertical to achieve our strategic goals and facilitate strong revenue growth. Said another way, we aim to better define our strategic priorities in order to generate the most value from every dollar we invest.
Come be a part of our team - you'll work with great people, pioneering products, and cutting-edge technology.
What You'll Bring:
A minimum of 3 years of insurance industry experience, preferably within personal lines Knowledge of and familiarity with the consumer shopping experience for insurance Knowledge of the insurance policy lifecycle and carrier objectives throughout Superior written and verbal communication skills Outstanding interpersonal skills to positively influence outcomes and ability to work across functions and levels of seniority; ability to create impactful relationships Team player that thrives on cross-functional collaborations Highly organized, excellent project management abilities
We'd Love to See:
Experience with creating and managing project plans and cross-functional teams Creation and delivery of presentations, particularly to executive audiences Creation of external facing (client) materials and /or communications Solid understanding of challenges and opportunities our insurance customers are facing
Impact You'll Make:
The Insurance Strategy and Planning Consultant reports directly to the Insurance Strategy and Planning Senior Director and drives the development of our personal lines insurance thought leadership deliverables. Success requires understanding the vision and strategy set by management, creating and executing a thought leadership plan for our Personal Lines business, and capitalizing on thought leadership output to strengthen brand, fuel pipeline, grow revenue, and improve associate engagement. The team values an entrepreneurial spirit, a proactive intellectual curiosity, the flexibility to move between projects that fluctuate in priority, a thirst for learning and an ability to think outside the box.
Drive the delivery of our annual Insurance Summit conference Manage the Personal Lines Advisory Board, including content development, membership, and internal feedback loops and action plans Develop distribution plans for TransUnion point of view which include TU events, third party industry events, and potentially new future channels Analyze and recommend how to improve the impact of TransUnion thought leadership content on our brand and market share within the personal lines insurance industry Contribute to the broader thought leadership program for the Insurance Vertical and facilitate associate participation in it
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability status, veteran status, marital status, citizenship status, sexual orientation, gender identity or any other characteristic protected by law.
TransUnion's Internal Job Title:
Consultant, Strategic Planning
Dealing with hard-to-fill positions? Let us help.
Insurance consultant job description example 3
Deloitte insurance consultant job description
Java Developer
Are you an experienced, passionate pioneer in technology? A system's professional who wants to work in a collaborative environment. As an experienced Java Developer, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte in our Core Industry Solutions Team.
The Team
Core Industry Solutions
Our Core Industry Solutions practice encompasses industry vertical, sector specific solutions that leverage distinct technologies to drive operational change and automate the core of the business. Examples of the type of work we deliver to our clients includes Digital CARE (Epic), Insurance CST (Guidewire), and Digital Banking Solutions (nCino). The team brings experience from across Deloitte to leverage common approaches, best practices, and strategic investments to scale these solutions by industry strategy. Professionals will focus on key client issues that are at the core of the business by integrating our industry expertise with deep technical and operational transformation capabilities.
Financial Services Practice - Insurance
As leaders in providing professional services to the insurance industry, Deloitte works with clients to address a range of critical issues brought on by globalization, advances in technology, regulatory changes, competition, and the changing demands of their customers.
Our national cross-functional industry group is comprised of more than 2,050 professionals, providing a spectrum of assurance and advisory, enterprise risk, tax, actuarial, regulatory, and consulting services to a broad range of insurance companies. Our client's range in size from global to middle market insurers and include life insurers, property and casualty insurers, reinsurers and brokers.
Work you'll do/Responsibilities
* You will perform requirements analysis / Design solution* You will development / maintain Java solutions including code reviews* You will be involved in the planning and deployment of all releases and change management requirements* You will coordinate with the onsite and offshore developers with respect to issues and follow up* You will have an active involvement in project planning with project manager and technical leads* You will respond to customer queries/clarifications in a timely manner.* You will work closely with application development & support groups to ensure smooth go-live support* You will participate in technical review meetings with Architecture/Design review group* You will provide technical expertise on daily production problems and fixing them once for all
Required
+ Experience as a full stack developer working on enterprise software applications
+ Expertise in Java, SQL, Spring, and JavaScript (typescript/Angular) technologies, Python, Node,
+ Open-Source RDBMS and NoSQL databases, Container Orchestration services including Docker and Kubernetes, and a variety of AWS tools and services
+ Experience in API design, service-oriented architecture (SOA) and messaging patterns
+ Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions in full-stack development tools and technologies
+ Passion for staying on top of tech trends, experimenting with, and learning new technologies, participating in internal & external technology communities
+ Experience in digital product, and deliver robust cloud-based solutions
+ Ability to travel, up to 50%, on average based on the work you do and clients and industries/sectors you serve
Preferred
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ Ability to work independently and manage multiple task assignments.
+ Strong oral and written communication skills, including presentation skills (MS Visio, * MS
+ PowerPoint).
+ Working knowledge and experience of MS Office applications and training development tools.
*Visa-Sponsorship - Sponsorship unavailable
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Are you an experienced, passionate pioneer in technology? A system's professional who wants to work in a collaborative environment. As an experienced Java Developer, you will have the ability to share new ideas and collaborate on projects as a consultant without the extensive demands of travel. If so, consider an opportunity with Deloitte in our Core Industry Solutions Team.
The Team
Core Industry Solutions
Our Core Industry Solutions practice encompasses industry vertical, sector specific solutions that leverage distinct technologies to drive operational change and automate the core of the business. Examples of the type of work we deliver to our clients includes Digital CARE (Epic), Insurance CST (Guidewire), and Digital Banking Solutions (nCino). The team brings experience from across Deloitte to leverage common approaches, best practices, and strategic investments to scale these solutions by industry strategy. Professionals will focus on key client issues that are at the core of the business by integrating our industry expertise with deep technical and operational transformation capabilities.
Financial Services Practice - Insurance
As leaders in providing professional services to the insurance industry, Deloitte works with clients to address a range of critical issues brought on by globalization, advances in technology, regulatory changes, competition, and the changing demands of their customers.
Our national cross-functional industry group is comprised of more than 2,050 professionals, providing a spectrum of assurance and advisory, enterprise risk, tax, actuarial, regulatory, and consulting services to a broad range of insurance companies. Our client's range in size from global to middle market insurers and include life insurers, property and casualty insurers, reinsurers and brokers.
Work you'll do/Responsibilities
* You will perform requirements analysis / Design solution* You will development / maintain Java solutions including code reviews* You will be involved in the planning and deployment of all releases and change management requirements* You will coordinate with the onsite and offshore developers with respect to issues and follow up* You will have an active involvement in project planning with project manager and technical leads* You will respond to customer queries/clarifications in a timely manner.* You will work closely with application development & support groups to ensure smooth go-live support* You will participate in technical review meetings with Architecture/Design review group* You will provide technical expertise on daily production problems and fixing them once for all
Required
+ Experience as a full stack developer working on enterprise software applications
+ Expertise in Java, SQL, Spring, and JavaScript (typescript/Angular) technologies, Python, Node,
+ Open-Source RDBMS and NoSQL databases, Container Orchestration services including Docker and Kubernetes, and a variety of AWS tools and services
+ Experience in API design, service-oriented architecture (SOA) and messaging patterns
+ Collaborate with and across Agile teams to design, develop, test, implement, and support technical solutions in full-stack development tools and technologies
+ Passion for staying on top of tech trends, experimenting with, and learning new technologies, participating in internal & external technology communities
+ Experience in digital product, and deliver robust cloud-based solutions
+ Ability to travel, up to 50%, on average based on the work you do and clients and industries/sectors you serve
Preferred
+ Strong problem solving and troubleshooting skills with the ability to exercise mature judgment.
+ Ability to work independently and manage multiple task assignments.
+ Strong oral and written communication skills, including presentation skills (MS Visio, * MS
+ PowerPoint).
+ Working knowledge and experience of MS Office applications and training development tools.
*Visa-Sponsorship - Sponsorship unavailable
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability or protected veteran status, or any other legally protected basis, in accordance with applicable law.
Start connecting with qualified job seekers
Resources for employers posting insurance consultant jobs
Average cost of hiring
Recruitment statistics
How to write a job description
Examples of work conditions
Insurance consultant job description FAQs
Ready to start hiring?
Updated March 14, 2024
Updated March 14, 2024