Insurance Advisor Job Description

insurance advisor job description includes a detailed overview of the key requirements, duties, responsibilities, and skills for this role.

Last update : July 14, 2023

Insurance Advisor Job Description

Insurance advisors are insurance professionals who are licensed to sell insurance, as opposed to insurance agents.

An insurance advisor is an individual who can enter into contracts on behalf of their client.

An insurance advisor must be licensed and they may specialize in a particular type of insurance.

Insurance advisors work independently as insurance consultants, while insurance agents work for a particular insurance company.

Insurance advisors work for insurance carriers and brokers, while insurance agents usually work for insurance companies as representatives.

Insurance agents sell insurance policies for a given insurer, whereas insurance advisors and brokers provide an array of services for their clients.

Insurance advisors work with clients, assessing their needs and then provide appropriate

Job Brief:

We’re looking for Insurance Advisor to help individuals and families choose the right insurance coverage for their needs. The right candidate will have a strong knowledge of the insurance industry and be able to advise clients on the best coverage options for their unique situations. If you’re looking for a challenging and rewarding career, then we want to hear from you!

Insurance Advisor Duties:

  • Provide clients with advice on all types of insurance, including life, long-term care, health, disability, liability, property, and casualty insurance
  • Provide clients with referrals to insurance specialists when necessary
  • Research insurance products offered by multiple carriers
  • Explain insurance products and services to the clients
  • Assist clients in writing detailed claims
  • Attend conferences, seminars, and meetings as scheduled by the company

Insurance Advisor Responsibilities:

  • Assist clients in identifying various insurance needs, so they maintain appropriate coverage
  • Stay current with company products and services, including electronic (e) services, by reviewing the company website, brochures, and other publications
  • Investigate clients’ coverage needs, review insurance policies, and recommend products
  • Meet with clients in person to negotiate coverage rates and terms, and provide ongoing support throughout a policy term

Requirements And Skills:

  • Bachelor’s degree or equivalent experience, preferably in insurance, finance, human resources, or a related field
  • 3+ years experience in an advising role
  • Strong customer service skills
  • Ability to develop and maintain strong professional relationships with clients
  • Knowledge of general insurance industry practices and regulations

We at Company Name are proud to be an Equal Opportunity Employer. We believe that diversity and inclusion are key to building a strong and successful team. We encourage applications from people of all races, religions, national origins, genders, and ages, as well as veterans and individuals with disabilities.

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