Family Risk Advisor
| Company | American Family Insurance Group |
|---|---|
| Location | Portland, OR, USA |
| Salary | $25 – $31.25 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Entry Level/New Grad, Junior |
Requirements
- One year of Insurance experience
- Attention to detail to provide accurate quotes to clients.
- Ability to multi-task on multiple computer systems/screens during a quote.
- Ability to clearly explain insurance concepts and coverages to clients.
- Required by state statutes to have proper insurance licensing to sell, solicit or negotiate insurance products: Property and Casualty, (personal lines authority does not qualify) Life and Health.
Responsibilities
- Schedule and conduct insurance reviews with clients
- Participates in test and learns, research and development of new products, systems, and processes.
- Estimate and quote policy premiums complying with underwriting guidelines.
- Gather all necessary information to assess if prospective customers meet underwriting guidelines.
- Contact appropriate branch staff or division for underwriting guidance when needed.
- Learn to convert incoming leads into qualified customer engagements.
- Learn to manage a prospecting pipeline and develop a sales tracking system to maintain accurate prospect/customer information.
- Provide solid customer experiences by directing potential customers to other branch staff or resources for information.
- Work with leaders and/or team to create content for social media campaigns aligned with the marketing strategy.
- Drive online presence across all social and digital channels.
- Develop, maintain, and cultivate community contacts to enhance company visibility and maximize new business opportunities.
- Retain existing accounts by providing excellent customer service.
Preferred Qualifications
-
No preferred qualifications provided.